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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 | $107,666-81.1% | $102,184-80.1% | $154,746-86.8% |
| Participation rate | 71.4% | 83.7%-12.3pp | 82.6%-11.2pp | 80.7%-9.3pp |
| Annual return | 21.56% | 29.33%-7.8pp | 31.58%-10.0pp | 172.34%-150.8pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,719 | $8,719-11.5% | $8,309-7.1% | $6,730+14.7% |
| Admin fee / account holder | $468 | $12,943-96.4% | $11,609-96.0% | $14,365-96.7% |