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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 | $34,420 | $154,228-77.7% | $145,433-76.3% | $137,256-74.9% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 39.54% | 74.59%-35.0pp | 66.58%-27.0pp | 220.34%-180.8pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $23,461 | $8,216+185.5% | $7,897+197.1% | $6,407+266.2% |
| Admin fee / account holder | $3,400 | $14,344-76.3% | $13,129-74.1% | $12,270-72.3% |