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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 | $97,289-67.3% | $92,805-65.7% | $155,188-79.5% |
| Participation rate | 80.0% | 84.2%-4.2pp | 83.5%-3.5pp | 80.8%-0.8pp |
| Annual return | 51.06% | 29.03%+22.0pp | 31.59%+19.5pp | 148.84%-97.8pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,806 | $8,795-22.6% | $8,448-19.4% | $6,531+4.2% |
| Admin fee / account holder | $1,180 | $12,015-90.2% | $10,911-89.2% | $14,480-91.8% |