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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 | $38,951 | $289,211-86.5% | $260,467-85.0% | $198,609-80.4% |
| Participation rate | 80.0% | 83.1%-3.1pp | 80.5%-0.5pp | 82.4%-2.4pp |
| Annual return | 15.25% | 112.90%-97.6pp | 100.60%-85.3pp | 202.70%-187.4pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $4,239-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,843 | $6,812-72.9% | $6,319-70.8% | $6,977-73.6% |
| Admin fee / account holder | $9,836 | $16,236-39.4% | $15,461-36.4% | $19,030-48.3% |