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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 | $36,020 | $178,174-79.8% | $156,181-76.9% | $137,256-73.8% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.8%+8.7pp | 80.0%+7.5pp |
| Annual return | 14.11% | 84.19%-70.1pp | 64.87%-50.8pp | 220.34%-206.2pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $16,622 | $6,888+141.3% | $6,132+171.1% | $6,407+159.4% |
| Admin fee / account holder | $7,585 | $17,404-56.4% | $14,586-48.0% | $12,270-38.2% |