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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 | $174,379-80.1% | $152,093-77.2% | $138,895-75.0% |
| Participation rate | 79.2% | 81.6%-2.5pp | 77.8%+1.4pp | 79.9%-0.8pp |
| Annual return | 50.44% | 74.86%-24.4pp | 66.36%-15.9pp | 145.39%-95.0pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $11,706 | $6,159+90.1% | $5,451+114.7% | $6,396+83.0% |
| Admin fee / account holder | $1,739 | $16,880-89.7% | $14,497-88.0% | $12,562-86.2% |