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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 | $32,988 | $148,623-77.8% | $135,974-75.7% | $139,466-76.3% |
| Participation rate | 81.3% | 83.9%-2.6pp | 81.9%-0.7pp | 80.3%+0.9pp |
| Annual return | 26.38% | 79.30%-52.9pp | 68.30%-41.9pp | 373.66%-347.3pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $14,369 | $8,103+77.3% | $7,760+85.2% | $6,712+114.1% |
| Admin fee / account holder | $1,090 | $12,406-91.2% | $10,767-89.9% | $11,409-90.4% |