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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 | $75,805 | $142,354-46.7% | $125,529-39.6% | $155,188-51.2% |
| Participation rate | 79.2% | 78.1%+1.1pp | 74.7%+4.4pp | 80.8%-1.6pp |
| Annual return | 14.26% | 306.06%-291.8pp | 202.56%-188.3pp | 148.84%-134.6pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,568 | $5,491-53.2% | $4,813-46.6% | $6,531-60.7% |
| Admin fee / account holder | $37,937 | $19,392+95.6% | $16,298+132.8% | $14,480+162.0% |