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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 | $37,871 | $162,136-76.6% | $152,301-75.1% | $154,746-75.5% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 18.53% | 91.02%-72.5pp | 80.50%-62.0pp | 172.34%-153.8pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,361 | $8,341+12.2% | $8,004+17.0% | $6,730+39.1% |
| Admin fee / account holder | $3,486 | $15,759-77.9% | $14,398-75.8% | $14,365-75.7% |