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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 | $41,283 | $227,399-81.8% | $189,758-78.2% | $198,609-79.2% |
| Participation rate | 91.7% | 84.0%+7.7pp | 79.8%+11.9pp | 82.4%+9.3pp |
| Annual return | 21.74% | 61.03%-39.3pp | 52.62%-30.9pp | 202.70%-181.0pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $15,106 | $6,837+120.9% | $5,856+158.0% | $6,977+116.5% |
| Admin fee / account holder | $3,212 | $25,162-87.2% | $20,388-84.2% | $19,030-83.1% |