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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 | $18,606 | $107,666-82.7% | $102,184-81.8% | $154,746-88.0% |
| Participation rate | 76.9% | 83.7%-6.8pp | 82.6%-5.7pp | 80.7%-3.8pp |
| Annual return | 24.20% | 29.33%-5.1pp | 31.58%-7.4pp | 172.34%-148.1pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,468 | $8,719-37.3% | $8,309-34.2% | $6,730-18.8% |
| Admin fee / account holder | $14,706 | $12,943+13.6% | $11,609+26.7% | $14,365+2.4% |