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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 | $34,009 | $166,131-79.5% | $164,975-79.4% | $145,877-76.7% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.6%+3.2pp | 80.3%+1.5pp |
| Annual return | 10.27% | 100.37%-90.1pp | 70.12%-59.9pp | 551.28%-541.0pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,637 | $6,962-33.4% | $6,033-23.1% | $6,691-30.7% |
| Admin fee / account holder | $2,395 | $16,648-85.6% | $12,688-81.1% | $13,402-82.1% |