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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 | $35,162 | $138,312-74.6% | $122,979-71.4% | $155,188-77.3% |
| Participation rate | 80.0% | 80.2%-0.2pp | 77.2%+2.8pp | 80.8%-0.8pp |
| Annual return | 7.59% | 22.06%-14.5pp | 20.12%-12.5pp | 148.84%-141.2pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,772 | $5,592+21.1% | $5,003+35.4% | $6,531+3.7% |
| Admin fee / account holder | $3,105 | $15,089-79.4% | $12,864-75.9% | $14,480-78.6% |