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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 | $28,447 | $155,555-81.7% | $146,866-80.6% | $155,188-81.7% |
| Participation rate | 81.3% | 84.0%-2.7pp | 82.5%-1.3pp | 80.8%+0.4pp |
| Annual return | 36.99% | 115.41%-78.4pp | 102.85%-65.9pp | 148.84%-111.8pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $8,760 | $8,044+8.9% | $7,759+12.9% | $6,531+34.1% |
| Admin fee / account holder | $3,521 | $14,755-76.1% | $13,620-74.1% | $14,480-75.7% |