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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 | $31,539 | $178,174-82.3% | $156,181-79.8% | $137,256-77.0% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 119.80% | 84.19%+35.6pp | 64.87%+54.9pp | 220.34%-100.5pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,554 | $6,888-4.8% | $6,132+6.9% | $6,407+2.3% |
| Admin fee / account holder | $777 | $17,404-95.5% | $14,586-94.7% | $12,270-93.7% |