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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 | $196,972-82.5% | $182,262-81.1% | $198,609-82.7% |
| Participation rate | 90.0% | 85.7%+4.3pp | 84.2%+5.8pp | 82.4%+7.6pp |
| Annual return | 39.54% | 158.27%-118.7pp | 140.60%-101.1pp | 202.70%-163.2pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $23,461 | $8,643+171.5% | $8,276+183.5% | $6,977+236.3% |
| Admin fee / account holder | $3,400 | $18,429-81.6% | $16,712-79.7% | $19,030-82.1% |