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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,550 | $107,666-52.1% | $102,184-49.6% | $154,746-66.7% |
| Participation rate | 80.0% | 83.7%-3.7pp | 82.6%-2.6pp | 80.7%-0.7pp |
| Annual return | 22.83% | 29.33%-6.5pp | 31.58%-8.7pp | 172.34%-149.5pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $12,362 | $8,719+41.8% | $8,309+48.8% | $6,730+83.7% |
| Admin fee / account holder | $668 | $12,943-94.8% | $11,609-94.2% | $14,365-95.4% |