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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 | $100,970-79.8% | $96,576-78.9% | $137,256-85.2% |
| Participation rate | 71.4% | 82.6%-11.2pp | 81.4%-10.0pp | 80.0%-8.5pp |
| Annual return | 21.56% | 38.16%-16.6pp | 38.47%-16.9pp | 220.34%-198.8pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,719 | $8,286-6.8% | $7,956-3.0% | $6,407+20.5% |
| Admin fee / account holder | $468 | $11,312-95.9% | $11,381-95.9% | $12,270-96.2% |