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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 | $33,773 | $198,457-83.0% | $170,435-80.2% | $147,586-77.1% |
| Participation rate | 78.6% | 88.0%-9.4pp | 83.6%-5.0pp | 82.8%-4.3pp |
| Annual return | 9.74% | 257.30%-247.6pp | 205.94%-196.2pp | 578.59%-568.8pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,532 | $5,629-55.0% | $4,939-48.7% | $5,439-53.4% |
| Admin fee / account holder | $3,047 | $16,852-81.9% | $13,881-78.1% | $10,886-72.0% |