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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 | $45,567 | $71,353-36.1% | $92,805-50.9% | $86,983-47.6% |
| Participation rate | 73.6% | 80.9%-7.3pp | 83.5%-9.9pp | 69.5%+4.1pp |
| Annual return | 41.27% | 44.68%-3.4pp | 31.59%+9.7pp | 25.83%+15.4pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $9,424 | $6,966+35.3% | $8,448+11.6% | $4,194+124.7% |
| Admin fee / account holder | $3,592 | $6,099-41.1% | $10,911-67.1% | $7,856-54.3% |