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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 | $25,538 | $107,666-76.3% | $102,184-75.0% | $154,746-83.5% |
| Participation rate | 73.3% | 83.7%-10.4pp | 82.6%-9.3pp | 80.7%-7.4pp |
| Annual return | 15.87% | 29.33%-13.5pp | 31.58%-15.7pp | 172.34%-156.5pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,263 | $8,719-5.2% | $8,309-0.5% | $6,730+22.8% |
| Admin fee / account holder | $7,509 | $12,943-42.0% | $11,609-35.3% | $14,365-47.7% |