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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 | $40,615 | $227,399-82.1% | $189,758-78.6% | $198,609-79.6% |
| Participation rate | 85.0% | 84.0%+1.0pp | 79.8%+5.2pp | 82.4%+2.6pp |
| Annual return | 85.98% | 61.03%+24.9pp | 52.62%+33.4pp | 202.70%-116.7pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $16,953 | $6,837+148.0% | $5,856+189.5% | $6,977+143.0% |
| Admin fee / account holder | $2,342 | $25,162-90.7% | $20,388-88.5% | $19,030-87.7% |