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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 | $97,289-80.9% | $92,805-80.0% | $155,188-88.0% |
| Participation rate | 76.9% | 84.2%-7.3pp | 83.5%-6.6pp | 80.8%-3.9pp |
| Annual return | 24.20% | 29.03%-4.8pp | 31.59%-7.4pp | 148.84%-124.6pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,468 | $8,795-37.8% | $8,448-35.3% | $6,531-16.3% |
| Admin fee / account holder | $14,706 | $12,015+22.4% | $10,911+34.8% | $14,480+1.6% |