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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 | $23,746 | $97,289-75.6% | $92,805-74.4% | $155,188-84.7% |
| Participation rate | 72.7% | 84.2%-11.5pp | 83.5%-10.8pp | 80.8%-8.1pp |
| Annual return | 22.31% | 29.03%-6.7pp | 31.59%-9.3pp | 148.84%-126.5pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,098 | $8,795-42.0% | $8,448-39.7% | $6,531-21.9% |
| Admin fee / account holder | $1,072 | $12,015-91.1% | $10,911-90.2% | $14,480-92.6% |