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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 | $100,970-71.3% | $96,576-69.9% | $137,256-78.9% |
| Participation rate | 70.0% | 82.6%-12.6pp | 81.4%-11.4pp | 80.0%-10.0pp |
| Annual return | 23.29% | 38.16%-14.9pp | 38.47%-15.2pp | 220.34%-197.0pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,234 | $8,286+11.4% | $7,956+16.1% | $6,407+44.1% |
| Admin fee / account holder | $617 | $11,312-94.5% | $11,381-94.6% | $12,270-95.0% |