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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 | $40,308 | $100,970-60.1% | $96,576-58.3% | $137,256-70.6% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 22.21% | 38.16%-15.9pp | 38.47%-16.3pp | 220.34%-198.1pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $17,736 | $8,286+114.0% | $7,956+122.9% | $6,407+176.8% |
| Admin fee / account holder | $7,793 | $11,312-31.1% | $11,381-31.5% | $12,270-36.5% |