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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 | $107,666-69.3% | $102,184-67.7% | $154,746-78.6% |
| Participation rate | 91.7% | 83.7%+7.9pp | 82.6%+9.1pp | 80.7%+11.0pp |
| Annual return | 45.96% | 29.33%+16.6pp | 31.58%+14.4pp | 172.34%-126.4pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,737 | $8,719+0.2% | $8,309+5.1% | $6,730+29.8% |
| Admin fee / account holder | $2,032 | $12,943-84.3% | $11,609-82.5% | $14,365-85.9% |