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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 | $23,928 | $107,666-77.8% | $102,184-76.6% | $154,746-84.5% |
| Participation rate | 77.8% | 83.7%-5.9pp | 82.6%-4.8pp | 80.7%-2.9pp |
| Annual return | 21.15% | 29.33%-8.2pp | 31.58%-10.4pp | 172.34%-151.2pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $12,696 | $8,719+45.6% | $8,309+52.8% | $6,730+88.6% |
| Admin fee / account holder | $14,773 | $12,943+14.1% | $11,609+27.3% | $14,365+2.8% |