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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 | $102,609-57.4% | $98,090-55.4% | $138,895-68.5% |
| Participation rate | 72.7% | 82.8%-10.1pp | 81.5%-8.8pp | 79.9%-7.2pp |
| Annual return | 19.91% | 36.44%-16.5pp | 37.05%-17.1pp | 145.39%-125.5pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $12,846 | $8,167+57.3% | $7,845+63.8% | $6,396+100.8% |
| Admin fee / account holder | $2,726 | $11,434-76.2% | $11,815-76.9% | $12,562-78.3% |