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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 | $40,271 | $217,432-81.5% | $185,849-78.3% | $167,536-76.0% |
| Participation rate | 81.3% | 86.1%-4.8pp | 81.7%-0.5pp | 82.1%-0.9pp |
| Annual return | 10.32% | 148.42%-138.1pp | 122.10%-111.8pp | 478.82%-468.5pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,363 | $6,357-47.1% | $5,569-39.6% | $6,342-47.0% |
| Admin fee / account holder | $696 | $19,818-96.5% | $16,244-95.7% | $12,315-94.3% |