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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 | $35,500 | $157,304-77.4% | $141,197-74.9% | $152,909-76.8% |
| Participation rate | 86.4% | 84.8%+1.5pp | 82.5%+3.9pp | 82.5%+3.9pp |
| Annual return | 62.19% | 64.34%-2.2pp | 71.41%-9.2pp | 345.46%-283.3pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,020 | $7,111-1.3% | $6,710+4.6% | $5,851+20.0% |
| Admin fee / account holder | $32,409 | $12,126+167.3% | $10,265+215.7% | $11,601+179.4% |