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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 | $46,957 | $107,666-56.4% | $102,184-54.0% | $154,746-69.7% |
| Participation rate | 84.6% | 83.7%+0.9pp | 82.6%+2.0pp | 80.7%+3.9pp |
| Annual return | 19.12% | 29.33%-10.2pp | 31.58%-12.5pp | 172.34%-153.2pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $11,756 | $8,719+34.8% | $8,309+41.5% | $6,730+74.7% |
| Admin fee / account holder | $3,932 | $12,943-69.6% | $11,609-66.1% | $14,365-72.6% |