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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 | $37,655 | $124,425-69.7% | $112,040-66.4% | $137,256-72.6% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 34.66% | 24.72%+9.9pp | 24.52%+10.1pp | 220.34%-185.7pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,176 | $5,718+95.4% | $5,098+119.2% | $6,407+74.4% |
| Admin fee / account holder | $1,979 | $15,207-87.0% | $12,098-83.6% | $12,270-83.9% |