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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 | $33,859 | $183,516-81.5% | $155,534-78.2% | $145,884-76.8% |
| Participation rate | 91.3% | 82.7%+8.6pp | 78.2%+13.1pp | 80.3%+11.0pp |
| Annual return | 15.47% | 61.43%-46.0pp | 64.92%-49.4pp | 551.85%-536.4pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,554 | $6,467-14.1% | $5,630-1.4% | $6,690-17.0% |
| Admin fee / account holder | $463 | $19,293-97.6% | $15,900-97.1% | $13,392-96.5% |