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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 | $51,386 | $107,666-52.3% | $102,184-49.7% | $154,746-66.8% |
| Participation rate | 85.7% | 83.7%+2.0pp | 82.6%+3.1pp | 80.7%+5.0pp |
| Annual return | 23.13% | 29.33%-6.2pp | 31.58%-8.4pp | 172.34%-149.2pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $17,116 | $8,719+96.3% | $8,309+106.0% | $6,730+154.3% |
| Admin fee / account holder | $1,429 | $12,943-89.0% | $11,609-87.7% | $14,365-90.1% |