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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 | $36,162 | $107,666-66.4% | $102,184-64.6% | $154,746-76.6% |
| Participation rate | 91.7% | 83.7%+7.9pp | 82.6%+9.1pp | 80.7%+11.0pp |
| Annual return | 26.43% | 29.33%-2.9pp | 31.58%-5.1pp | 172.34%-145.9pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $15,257 | $8,719+75.0% | $8,309+83.6% | $6,730+126.7% |
| Admin fee / account holder | $7,715 | $12,943-40.4% | $11,609-33.5% | $14,365-46.3% |