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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 | $38,564 | $208,088-81.5% | $186,193-79.3% | $154,746-75.1% |
| Participation rate | 77.8% | 80.0%-2.2pp | 77.1%+0.7pp | 80.7%-2.9pp |
| Annual return | 15.06% | 89.97%-74.9pp | 78.03%-63.0pp | 172.34%-157.3pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,067 | $7,078+42.2% | $6,513+54.6% | $6,730+49.6% |
| Admin fee / account holder | $9,421 | $11,698-19.5% | $11,058-14.8% | $14,365-34.4% |