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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 | $21,201 | $97,289-78.2% | $92,805-77.2% | $155,188-86.3% |
| Participation rate | 83.3% | 84.2%-0.8pp | 83.5%-0.2pp | 80.8%+2.5pp |
| Annual return | 32.39% | 29.03%+3.4pp | 31.59%+0.8pp | 148.84%-116.5pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,189 | $8,795-29.6% | $8,448-26.7% | $6,531-5.2% |
| Admin fee / account holder | $2,629 | $12,015-78.1% | $10,911-75.9% | $14,480-81.8% |