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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 | $33,063 | $196,972-83.2% | $182,262-81.9% | $198,609-83.4% |
| Participation rate | 83.3% | 85.7%-2.4pp | 84.2%-0.9pp | 82.4%+1.0pp |
| Annual return | 15.04% | 158.27%-143.2pp | 140.60%-125.6pp | 202.70%-187.7pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,987 | $8,643-53.9% | $8,276-51.8% | $6,977-42.9% |
| Admin fee / account holder | $10,238 | $18,429-44.4% | $16,712-38.7% | $19,030-46.2% |