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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 | $34,751 | $162,136-78.6% | $152,301-77.2% | $154,746-77.5% |
| Participation rate | 90.9% | 84.1%+6.8pp | 82.4%+8.5pp | 80.7%+10.2pp |
| Annual return | 93.26% | 91.02%+2.2pp | 80.50%+12.8pp | 172.34%-79.1pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $16,636 | $8,341+99.4% | $8,004+107.8% | $6,730+147.2% |
| Admin fee / account holder | $3,083 | $15,759-80.4% | $14,398-78.6% | $14,365-78.5% |