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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 | $35,755 | $148,582-75.9% | $135,942-73.7% | $139,456-74.4% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 18.80% | 79.26%-60.5pp | 68.28%-49.5pp | 373.45%-354.7pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $10,800 | $8,101+33.3% | $7,759+39.2% | $6,711+60.9% |
| Admin fee / account holder | $9,230 | $12,402-25.6% | $10,764-14.2% | $11,407-19.1% |