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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 | $41,157 | $148,582-72.3% | $135,942-69.7% | $139,456-70.5% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 29.01% | 79.26%-50.2pp | 68.28%-39.3pp | 373.45%-344.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $16,496 | $8,101+103.6% | $7,759+112.6% | $6,711+145.8% |
| Admin fee / account holder | $32,231 | $12,402+159.9% | $10,764+199.4% | $11,407+182.6% |