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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 | $176,077-81.0% | $159,455-79.0% | $167,518-80.1% |
| Participation rate | 81.8% | 84.9%-3.1pp | 82.8%-1.0pp | 82.1%-0.3pp |
| Annual return | 15.83% | 331.83%-316.0pp | 263.63%-247.8pp | 478.71%-462.9pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,407 | $7,751-56.0% | $7,353-53.7% | $6,342-46.3% |
| Admin fee / account holder | $1,314 | $12,556-89.5% | $10,800-87.8% | $12,312-89.3% |