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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 | $33,135 | $154,228-78.5% | $145,433-77.2% | $137,256-75.9% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 19.23% | 74.59%-55.4pp | 66.58%-47.3pp | 220.34%-201.1pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,719 | $8,216-54.7% | $7,897-52.9% | $6,407-41.9% |
| Admin fee / account holder | $2,665 | $14,344-81.4% | $13,129-79.7% | $12,270-78.3% |