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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 | $135,905-75.7% | $126,068-73.8% | $198,609-83.4% |
| Participation rate | 91.7% | 85.6%+6.0pp | 84.7%+7.0pp | 82.4%+9.3pp |
| Annual return | 45.96% | 14.07%+31.9pp | 15.01%+30.9pp | 202.70%-156.7pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $8,737 | $8,523+2.5% | $8,214+6.4% | $6,977+25.2% |
| Admin fee / account holder | $2,032 | $21,036-90.3% | $18,264-88.9% | $19,030-89.3% |