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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 | $43,191 | $148,623-70.9% | $135,974-68.2% | $139,466-69.0% |
| Participation rate | 91.3% | 83.9%+7.4pp | 81.9%+9.4pp | 80.3%+11.0pp |
| Annual return | 35.92% | 79.30%-43.4pp | 68.30%-32.4pp | 373.66%-337.7pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $12,615 | $8,103+55.7% | $7,760+62.6% | $6,712+88.0% |
| Admin fee / account holder | $2,433 | $12,406-80.4% | $10,767-77.4% | $11,409-78.7% |