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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 | $107,666-62.6% | $102,184-60.6% | $154,746-74.0% |
| Participation rate | 75.0% | 83.7%-8.7pp | 82.6%-7.6pp | 80.7%-5.7pp |
| Annual return | 22.21% | 29.33%-7.1pp | 31.58%-9.4pp | 172.34%-150.1pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $17,736 | $8,719+103.4% | $8,309+113.5% | $6,730+163.5% |
| Admin fee / account holder | $7,793 | $12,943-39.8% | $11,609-32.9% | $14,365-45.7% |