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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 | $33,633 | $93,598-64.1% | $135,974-75.3% | $75,173-55.3% |
| Participation rate | 83.3% | 75.2%+8.1pp | 81.9%+1.4pp | 67.2%+16.1pp |
| Annual return | 33.77% | 30.89%+2.9pp | 68.30%-34.5pp | 160.72%-126.9pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $13,316 | $6,405+107.9% | $7,760+71.6% | $4,126+222.7% |
| Admin fee / account holder | $2,598 | $6,978-62.8% | $10,767-75.9% | $5,651-54.0% |