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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 | $34,933 | $156,398-77.7% | $147,318-76.3% | $138,895-74.8% |
| Participation rate | 81.8% | 83.8%-1.9pp | 82.1%-0.2pp | 79.9%+1.9pp |
| Annual return | 13.37% | 78.75%-65.4pp | 70.43%-57.1pp | 145.39%-132.0pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,429 | $8,237-58.4% | $7,906-56.6% | $6,396-46.4% |
| Admin fee / account holder | $571 | $14,976-96.2% | $13,708-95.8% | $12,562-95.5% |