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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 | $47,207 | $100,970-53.2% | $96,576-51.1% | $137,256-65.6% |
| Participation rate | 70.0% | 82.6%-12.6pp | 81.4%-11.4pp | 80.0%-10.0pp |
| Annual return | 37.71% | 38.16%-0.5pp | 38.47%-0.8pp | 220.34%-182.6pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,886 | $8,286+31.4% | $7,956+36.8% | $6,407+69.9% |
| Admin fee / account holder | $9,053 | $11,312-20.0% | $11,381-20.5% | $12,270-26.2% |