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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 | $30,494 | $165,381-81.6% | $149,730-79.6% | $158,966-80.8% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 18.91% | 348.29%-329.4pp | 276.70%-257.8pp | 302.95%-284.0pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $13,844 | $7,182+92.7% | $6,843+102.3% | $5,983+131.4% |
| Admin fee / account holder | $1,602 | $10,809-85.2% | $9,310-82.8% | $11,250-85.8% |