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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 | $35,985 | $124,425-71.1% | $112,040-67.9% | $137,256-73.8% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 18.67% | 24.72%-6.0pp | 24.52%-5.8pp | 220.34%-201.7pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,506 | $5,718+83.7% | $5,098+106.1% | $6,407+64.0% |
| Admin fee / account holder | $7,472 | $15,207-50.9% | $12,098-38.2% | $12,270-39.1% |