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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 | $107,666-73.0% | $102,184-71.6% | $154,746-81.2% |
| Participation rate | 70.0% | 83.7%-13.7pp | 82.6%-12.6pp | 80.7%-10.7pp |
| Annual return | 23.29% | 29.33%-6.0pp | 31.58%-8.3pp | 172.34%-149.0pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,234 | $8,719+5.9% | $8,309+11.1% | $6,730+37.2% |
| Admin fee / account holder | $617 | $12,943-95.2% | $11,609-94.7% | $14,365-95.7% |