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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 | $34,989 | $100,970-65.3% | $96,576-63.8% | $137,256-74.5% |
| Participation rate | 79.2% | 82.6%-3.4pp | 81.4%-2.3pp | 80.0%-0.8pp |
| Annual return | 17.31% | 38.16%-20.8pp | 38.47%-21.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,270 | $8,286+36.0% | $7,956+41.7% | $6,407+75.9% |
| Admin fee / account holder | $23,924 | $11,312+111.5% | $11,381+110.2% | $12,270+95.0% |