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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 | $24,908 | $115,903-78.5% | $100,528-75.2% | $158,966-84.3% |
| Participation rate | 75.0% | 81.6%-6.6pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | 23.20% | 34.80%-11.6pp | 30.90%-7.7pp | 302.95%-279.8pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $10,128 | $6,677+51.7% | $6,271+61.5% | $5,983+69.3% |
| Admin fee / account holder | $6,673 | $11,000-39.3% | $8,084-17.5% | $11,250-40.7% |