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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 | $31,849 | $102,609-69.0% | $98,090-67.5% | $138,895-77.1% |
| Participation rate | 80.0% | 82.8%-2.8pp | 81.5%-1.5pp | 79.9%+0.1pp |
| Annual return | 51.06% | 36.44%+14.6pp | 37.05%+14.0pp | 145.39%-94.3pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,806 | $8,167-16.7% | $7,845-13.2% | $6,396+6.4% |
| Admin fee / account holder | $1,180 | $11,434-89.7% | $11,815-90.0% | $12,562-90.6% |