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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 | $213,785-85.2% | $185,441-83.0% | $155,188-79.7% |
| Participation rate | 75.0% | 83.2%-8.2pp | 80.3%-5.3pp | 80.8%-5.8pp |
| Annual return | 119.80% | 19.97%+99.8pp | 20.16%+99.6pp | 148.84%-29.0pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,554 | $6,864-4.5% | $6,152+6.5% | $6,531+0.3% |
| Admin fee / account holder | $777 | $21,134-96.3% | $17,890-95.7% | $14,480-94.6% |