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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 | $29,024 | $97,289-70.2% | $92,805-68.7% | $155,188-81.3% |
| Participation rate | 70.0% | 84.2%-14.2pp | 83.5%-13.5pp | 80.8%-10.8pp |
| Annual return | 23.29% | 29.03%-5.7pp | 31.59%-8.3pp | 148.84%-125.5pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $9,234 | $8,795+5.0% | $8,448+9.3% | $6,531+41.4% |
| Admin fee / account holder | $617 | $12,015-94.9% | $10,911-94.3% | $14,480-95.7% |