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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 | $27,278 | $100,970-73.0% | $96,576-71.8% | $137,256-80.1% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 15.25% | 38.16%-22.9pp | 38.47%-23.2pp | 220.34%-205.1pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,375 | $8,286+13.1% | $7,956+17.8% | $6,407+46.3% |
| Admin fee / account holder | $6,890 | $11,312-39.1% | $11,381-39.5% | $12,270-43.9% |