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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 | $33,938 | $176,105-80.7% | $159,474-78.7% | $167,536-79.7% |
| Participation rate | 88.9% | 85.0%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 18.34% | 331.91%-313.6pp | 263.68%-245.3pp | 478.82%-460.5pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $10,265 | $7,751+32.4% | $7,353+39.6% | $6,342+61.8% |
| Admin fee / account holder | $1,467 | $12,559-88.3% | $10,802-86.4% | $12,315-88.1% |