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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 | $185,312-81.3% | $161,489-78.5% | $154,746-77.6% |
| Participation rate | 79.2% | 82.5%-3.3pp | 78.7%+0.5pp | 80.7%-1.5pp |
| Annual return | 50.44% | 103.84%-53.4pp | 89.72%-39.3pp | 172.34%-121.9pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $11,706 | $6,350+84.4% | $5,630+107.9% | $6,730+73.9% |
| Admin fee / account holder | $1,739 | $18,654-90.7% | $16,006-89.1% | $14,365-87.9% |