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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 | $33,410 | $176,105-81.0% | $159,474-79.1% | $167,536-80.1% |
| Participation rate | 81.8% | 85.0%-3.1pp | 82.8%-1.0pp | 82.1%-0.3pp |
| Annual return | 15.83% | 331.91%-316.1pp | 263.68%-247.8pp | 478.82%-463.0pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,407 | $7,751-56.1% | $7,353-53.7% | $6,342-46.3% |
| Admin fee / account holder | $1,314 | $12,559-89.5% | $10,802-87.8% | $12,315-89.3% |