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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 | $30,705 | $107,666-71.5% | $102,184-70.0% | $154,746-80.2% |
| Participation rate | 72.7% | 83.7%-11.0pp | 82.6%-9.9pp | 80.7%-8.0pp |
| Annual return | 12.03% | 29.33%-17.3pp | 31.58%-19.5pp | 172.34%-160.3pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,609 | $8,719+10.2% | $8,309+15.7% | $6,730+42.8% |
| Admin fee / account holder | $53,090 | $12,943+310.2% | $11,609+357.3% | $14,365+269.6% |