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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 | $41,788 | $162,136-74.2% | $152,301-72.6% | $154,746-73.0% |
| Participation rate | 94.4% | 84.1%+10.3pp | 82.4%+12.0pp | 80.7%+13.7pp |
| Annual return | 22.43% | 91.02%-68.6pp | 80.50%-58.1pp | 172.34%-149.9pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $13,716 | $8,341+64.4% | $8,004+71.4% | $6,730+103.8% |
| Admin fee / account holder | $11,354 | $15,759-28.0% | $14,398-21.1% | $14,365-21.0% |