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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 | $34,720 | $148,629-76.6% | $135,982-74.5% | $139,487-75.1% |
| Participation rate | 84.6% | 83.9%+0.7pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 23.63% | 79.33%-55.7pp | 68.32%-44.7pp | 373.84%-350.2pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $14,058 | $8,102+73.5% | $7,760+81.2% | $6,713+109.4% |
| Admin fee / account holder | $1,002 | $12,406-91.9% | $10,767-90.7% | $11,407-91.2% |