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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 | $100,970-76.3% | $96,576-75.2% | $137,256-82.6% |
| Participation rate | 85.7% | 82.6%+3.1pp | 81.4%+4.3pp | 80.0%+5.8pp |
| Annual return | 70.85% | 38.16%+32.7pp | 38.47%+32.4pp | 220.34%-149.5pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,824 | $8,286+18.6% | $7,956+23.5% | $6,407+53.3% |
| Admin fee / account holder | $4,761 | $11,312-57.9% | $11,381-58.2% | $12,270-61.2% |