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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 | $107,666-56.2% | $102,184-53.8% | $154,746-69.5% |
| Participation rate | 70.0% | 83.7%-13.7pp | 82.6%-12.6pp | 80.7%-10.7pp |
| Annual return | 37.71% | 29.33%+8.4pp | 31.58%+6.1pp | 172.34%-134.6pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,886 | $8,719+24.8% | $8,309+31.0% | $6,730+61.7% |
| Admin fee / account holder | $9,053 | $12,943-30.1% | $11,609-22.0% | $14,365-37.0% |