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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 | $29,487 | $97,289-69.7% | $92,805-68.2% | $155,188-81.0% |
| Participation rate | 85.7% | 84.2%+1.5pp | 83.5%+2.2pp | 80.8%+4.9pp |
| Annual return | 17.57% | 29.03%-11.5pp | 31.59%-14.0pp | 148.84%-131.3pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $9,340 | $8,795+6.2% | $8,448+10.6% | $6,531+43.0% |
| Admin fee / account holder | $1,040 | $12,015-91.3% | $10,911-90.5% | $14,480-92.8% |