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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 | $172,111-76.4% | $150,298-73.0% | $137,256-70.4% |
| Participation rate | 85.0% | 81.7%+3.3pp | 77.8%+7.2pp | 80.0%+5.0pp |
| Annual return | 85.98% | 69.37%+16.6pp | 62.79%+23.2pp | 220.34%-134.4pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $16,953 | $6,166+175.0% | $5,453+210.9% | $6,407+164.6% |
| Admin fee / account holder | $2,342 | $16,471-85.8% | $14,116-83.4% | $12,270-80.9% |