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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 | $33,396 | $201,370-83.4% | $184,256-81.9% | $145,897-77.1% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 14.25% | 29.05%-14.8pp | 28.85%-14.6pp | 552.29%-538.0pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,772 | $9,808-31.0% | $9,133-25.9% | $6,689+1.2% |
| Admin fee / account holder | $3,023 | $16,364-81.5% | $13,899-78.3% | $13,390-77.4% |