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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 | $38,004 | $70,366-46.0% | $66,674-43.0% | $138,895-72.6% |
| Participation rate | 94.1% | 76.2%+17.9pp | 73.7%+20.4pp | 79.9%+14.2pp |
| Annual return | 16.34% | 386.41%-370.1pp | 321.24%-304.9pp | 145.39%-129.1pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,496 | $4,374+2.8% | $4,084+10.1% | $6,396-29.7% |
| Admin fee / account holder | $7,862 | $5,262+49.4% | $5,098+54.2% | $12,562-37.4% |