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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 | $36,248 | $174,379-79.2% | $152,093-76.2% | $138,895-73.9% |
| Participation rate | 70.0% | 81.6%-11.6pp | 77.8%-7.8pp | 79.9%-9.9pp |
| Annual return | 35.69% | 74.86%-39.2pp | 66.36%-30.7pp | 145.39%-109.7pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,757 | $6,159+25.9% | $5,451+42.3% | $6,396+21.3% |
| Admin fee / account holder | $1,300 | $16,880-92.3% | $14,497-91.0% | $12,562-89.6% |