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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 | $225,673-82.7% | $203,872-80.9% | $155,188-74.9% |
| Participation rate | 80.0% | 80.3%-0.3pp | 77.8%+2.2pp | 80.8%-0.8pp |
| Annual return | 15.25% | 95.91%-80.7pp | 85.11%-69.9pp | 148.84%-133.6pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,843 | $6,893-73.3% | $6,388-71.1% | $6,531-71.8% |
| Admin fee / account holder | $9,836 | $12,327-20.2% | $11,730-16.1% | $14,480-32.1% |