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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 | $53,748 | $97,289-44.8% | $92,805-42.1% | $155,188-65.4% |
| Participation rate | 75.0% | 84.2%-9.2pp | 83.5%-8.5pp | 80.8%-5.8pp |
| Annual return | 18.00% | 29.03%-11.0pp | 31.59%-13.6pp | 148.84%-130.8pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $10,726 | $8,795+22.0% | $8,448+27.0% | $6,531+64.2% |
| Admin fee / account holder | $3,755 | $12,015-68.8% | $10,911-65.6% | $14,480-74.1% |