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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 | $38,358 | $196,972-80.5% | $182,262-79.0% | $198,609-80.7% |
| Participation rate | 71.4% | 85.7%-14.3pp | 84.2%-12.8pp | 82.4%-10.9pp |
| Annual return | 18.52% | 158.27%-139.8pp | 140.60%-122.1pp | 202.70%-184.2pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,759 | $8,643-56.5% | $8,276-54.6% | $6,977-46.1% |
| Admin fee / account holder | $2,356 | $18,429-87.2% | $16,712-85.9% | $19,030-87.6% |