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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 | $33,045 | $100,970-67.3% | $96,576-65.8% | $137,256-75.9% |
| Participation rate | 91.7% | 82.6%+9.1pp | 81.4%+10.2pp | 80.0%+11.7pp |
| Annual return | 45.96% | 38.16%+7.8pp | 38.47%+7.5pp | 220.34%-174.4pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,737 | $8,286+5.4% | $7,956+9.8% | $6,407+36.4% |
| Admin fee / account holder | $2,032 | $11,312-82.0% | $11,381-82.1% | $12,270-83.4% |