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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 | $34,256 | $162,136-78.9% | $152,301-77.5% | $154,746-77.9% |
| Participation rate | 88.9% | 84.1%+4.8pp | 82.4%+6.4pp | 80.7%+8.2pp |
| Annual return | 24.52% | 91.02%-66.5pp | 80.50%-56.0pp | 172.34%-147.8pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,082 | $8,341-3.1% | $8,004+1.0% | $6,730+20.1% |
| Admin fee / account holder | $1,189 | $15,759-92.5% | $14,398-91.7% | $14,365-91.7% |