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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 | $34,167 | $148,582-77.0% | $135,942-74.9% | $139,456-75.5% |
| Participation rate | 76.5% | 83.9%-7.4pp | 81.9%-5.4pp | 80.3%-3.9pp |
| Annual return | 15.47% | 79.26%-63.8pp | 68.28%-52.8pp | 373.45%-358.0pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $8,832 | $8,101+9.0% | $7,759+13.8% | $6,711+31.6% |
| Admin fee / account holder | $1,395 | $12,402-88.7% | $10,764-87.0% | $11,407-87.8% |