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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 | $36,248 | $181,062-80.0% | $158,223-77.1% | $155,188-76.6% |
| Participation rate | 70.0% | 82.7%-12.7pp | 79.2%-9.2pp | 80.8%-10.8pp |
| Annual return | 35.69% | 57.39%-21.7pp | 52.09%-16.4pp | 148.84%-113.2pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,757 | $6,134+26.4% | $5,467+41.9% | $6,531+18.8% |
| Admin fee / account holder | $1,300 | $18,825-93.1% | $16,047-91.9% | $14,480-91.0% |