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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 | $20,380 | $97,289-79.1% | $92,805-78.0% | $155,188-86.9% |
| Participation rate | 71.4% | 84.2%-12.7pp | 83.5%-12.1pp | 80.8%-9.4pp |
| Annual return | 21.56% | 29.03%-7.5pp | 31.59%-10.0pp | 148.84%-127.3pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,719 | $8,795-12.2% | $8,448-8.6% | $6,531+18.2% |
| Admin fee / account holder | $468 | $12,015-96.1% | $10,911-95.7% | $14,480-96.8% |