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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 | $43,720 | $97,289-55.1% | $92,805-52.9% | $155,188-71.8% |
| Participation rate | 72.7% | 84.2%-11.5pp | 83.5%-10.8pp | 80.8%-8.1pp |
| Annual return | 19.91% | 29.03%-9.1pp | 31.59%-11.7pp | 148.84%-128.9pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $12,846 | $8,795+46.1% | $8,448+52.1% | $6,531+96.7% |
| Admin fee / account holder | $2,726 | $12,015-77.3% | $10,911-75.0% | $14,480-81.2% |