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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 | $155,555-77.9% | $146,866-76.6% | $155,188-77.8% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.5%+7.5pp | 80.8%+9.2pp |
| Annual return | 39.54% | 115.41%-75.9pp | 102.85%-63.3pp | 148.84%-109.3pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $23,461 | $8,044+191.6% | $7,759+202.4% | $6,531+259.2% |
| Admin fee / account holder | $3,400 | $14,755-77.0% | $13,620-75.0% | $14,480-76.5% |