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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 | $60,368 | $161,352-62.6% | $134,172-55.0% | $137,256-56.0% |
| Participation rate | 75.0% | 78.3%-3.3pp | 72.5%+2.5pp | 80.0%-5.0pp |
| Annual return | 17.45% | 28.72%-11.3pp | 25.30%-7.9pp | 220.34%-202.9pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,663 | $5,552+92.0% | $4,690+127.3% | $6,407+66.4% |
| Admin fee / account holder | $7,277 | $15,028-51.6% | $12,016-39.4% | $12,270-40.7% |