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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 | $34,336 | $196,972-82.6% | $182,262-81.2% | $198,609-82.7% |
| Participation rate | 77.8% | 85.7%-7.9pp | 84.2%-6.4pp | 82.4%-4.6pp |
| Annual return | 20.58% | 158.27%-137.7pp | 140.60%-120.0pp | 202.70%-182.1pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $9,579 | $8,643+10.8% | $8,276+15.7% | $6,977+37.3% |
| Admin fee / account holder | $3,086 | $18,429-83.3% | $16,712-81.5% | $19,030-83.8% |