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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 | $33,650 | $100,970-66.7% | $96,576-65.2% | $137,256-75.5% |
| Participation rate | 77.8% | 82.6%-4.8pp | 81.4%-3.7pp | 80.0%-2.2pp |
| Annual return | 21.52% | 38.16%-16.6pp | 38.47%-16.9pp | 220.34%-198.8pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,093 | $8,286+21.8% | $7,956+26.9% | $6,407+57.5% |
| Admin fee / account holder | $1,561 | $11,312-86.2% | $11,381-86.3% | $12,270-87.3% |