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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 | $36,085 | $162,136-77.7% | $152,301-76.3% | $154,746-76.7% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 215.60% | 91.02%+124.6pp | 80.50%+135.1pp | 172.34%+43.3pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $14,406 | $8,341+72.7% | $8,004+80.0% | $6,730+114.0% |
| Admin fee / account holder | $7,447 | $15,759-52.7% | $14,398-48.3% | $14,365-48.2% |