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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 | $34,443 | $162,136-78.8% | $152,301-77.4% | $154,746-77.7% |
| Participation rate | 73.7% | 84.1%-10.4pp | 82.4%-8.8pp | 80.7%-7.0pp |
| Annual return | 19.11% | 91.02%-71.9pp | 80.50%-61.4pp | 172.34%-153.2pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,752 | $8,341-43.0% | $8,004-40.6% | $6,730-29.4% |
| Admin fee / account holder | $446 | $15,759-97.2% | $14,398-96.9% | $14,365-96.9% |