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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 | $37,938 | $162,136-76.6% | $152,301-75.1% | $154,746-75.5% |
| Participation rate | 88.9% | 84.1%+4.8pp | 82.4%+6.4pp | 80.7%+8.2pp |
| Annual return | 12.88% | 91.02%-78.1pp | 80.50%-67.6pp | 172.34%-159.5pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $15,420 | $8,341+84.9% | $8,004+92.7% | $6,730+129.1% |
| Admin fee / account holder | $6,228 | $15,759-60.5% | $14,398-56.7% | $14,365-56.6% |