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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 | $41,020 | $148,582-72.4% | $135,942-69.8% | $139,456-70.6% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 19.92% | 79.26%-59.3pp | 68.28%-48.4pp | 373.45%-353.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $7,605 | $8,101-6.1% | $7,759-2.0% | $6,711+13.3% |
| Admin fee / account holder | $827 | $12,402-93.3% | $10,764-92.3% | $11,407-92.8% |