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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 | $28,991 | $108,922-73.4% | $100,398-71.1% | $145,978-80.1% |
| Participation rate | 82.4% | 83.0%-0.6pp | 81.5%+0.8pp | 80.3%+2.1pp |
| Annual return | 14.19% | 58.04%-43.8pp | 49.32%-35.1pp | 550.52%-536.3pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,035 | $8,450-4.9% | $8,084-0.6% | $6,690+20.1% |
| Admin fee / account holder | $3,433 | $9,680-64.5% | $7,893-56.5% | $13,400-74.4% |