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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 | $34,671 | $172,111-79.9% | $150,298-76.9% | $137,256-74.7% |
| Participation rate | 79.2% | 81.7%-2.5pp | 77.8%+1.4pp | 80.0%-0.8pp |
| Annual return | 50.44% | 69.37%-18.9pp | 62.79%-12.3pp | 220.34%-169.9pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,706 | $6,166+89.9% | $5,453+114.7% | $6,407+82.7% |
| Admin fee / account holder | $1,739 | $16,471-89.4% | $14,116-87.7% | $12,270-85.8% |