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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 | $17,840 | $107,666-83.4% | $102,184-82.5% | $154,746-88.5% |
| Participation rate | 79.2% | 83.7%-4.6pp | 82.6%-3.4pp | 80.7%-1.5pp |
| Annual return | 25.70% | 29.33%-3.6pp | 31.58%-5.9pp | 172.34%-146.6pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,694 | $8,719-34.7% | $8,309-31.5% | $6,730-15.4% |
| Admin fee / account holder | $3,055 | $12,943-76.4% | $11,609-73.7% | $14,365-78.7% |