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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 | $35,480 | $147,556-76.0% | $129,031-72.5% | $198,609-82.1% |
| Participation rate | 81.0% | 77.2%+3.7pp | 73.4%+7.6pp | 82.4%-1.4pp |
| Annual return | 19.54% | 37.41%-17.9pp | 34.67%-15.1pp | 202.70%-183.2pp |
| Employer contribution / active EE | $0 | $3,645-100.0% | $3,226-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $14,106 | $5,760+144.9% | $5,217+170.4% | $6,977+102.2% |
| Admin fee / account holder | $8,789 | $15,467-43.2% | $13,208-33.5% | $19,030-53.8% |