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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 | $126,661-70.3% | $113,397-66.8% | $138,895-72.9% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.5%+3.5pp | 79.9%+0.1pp |
| Annual return | 34.66% | 25.05%+9.6pp | 23.20%+11.5pp | 145.39%-110.7pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $11,176 | $5,693+96.3% | $5,076+120.2% | $6,396+74.7% |
| Admin fee / account holder | $1,979 | $14,549-86.4% | $11,957-83.4% | $12,562-84.2% |