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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 | $97,289-72.0% | $92,805-70.6% | $155,188-82.4% |
| Participation rate | 75.0% | 84.2%-9.2pp | 83.5%-8.5pp | 80.8%-5.8pp |
| Annual return | 15.25% | 29.03%-13.8pp | 31.59%-16.3pp | 148.84%-133.6pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $9,375 | $8,795+6.6% | $8,448+11.0% | $6,531+43.5% |
| Admin fee / account holder | $6,890 | $12,015-42.7% | $10,911-36.9% | $14,480-52.4% |