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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 | $23,934 | $107,666-77.8% | $102,184-76.6% | $154,746-84.5% |
| Participation rate | 85.7% | 83.7%+2.0pp | 82.6%+3.1pp | 80.7%+5.0pp |
| Annual return | 70.85% | 29.33%+41.5pp | 31.58%+39.3pp | 172.34%-101.5pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,824 | $8,719+12.7% | $8,309+18.2% | $6,730+46.0% |
| Admin fee / account holder | $4,761 | $12,943-63.2% | $11,609-59.0% | $14,365-66.9% |