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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 | $177,156-65.9% | $147,027-58.9% | $154,746-61.0% |
| Participation rate | 75.0% | 79.4%-4.4pp | 73.7%+1.3pp | 80.7%-5.7pp |
| Annual return | 17.45% | 21.94%-4.5pp | 20.23%-2.8pp | 172.34%-154.9pp |
| Employer contribution / active EE | $0 | $4,336-100.0% | $3,626-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,663 | $5,797+83.9% | $4,933+116.2% | $6,730+58.4% |
| Admin fee / account holder | $7,277 | $14,904-51.2% | $12,223-40.5% | $14,365-49.3% |