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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 | $43,303 | $97,289-55.5% | $92,805-53.3% | $155,188-72.1% |
| Participation rate | 78.9% | 84.2%-5.2pp | 83.5%-4.6pp | 80.8%-1.9pp |
| Annual return | 21.83% | 29.03%-7.2pp | 31.59%-9.8pp | 148.84%-127.0pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $8,985 | $8,795+2.2% | $8,448+6.4% | $6,531+37.6% |
| Admin fee / account holder | $574 | $12,015-95.2% | $10,911-94.7% | $14,480-96.0% |