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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 | $42,980 | $107,666-60.1% | $102,184-57.9% | $154,746-72.2% |
| Participation rate | 88.9% | 83.7%+5.2pp | 82.6%+6.3pp | 80.7%+8.2pp |
| Annual return | 48.87% | 29.33%+19.5pp | 31.58%+17.3pp | 172.34%-123.5pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $19,527 | $8,719+123.9% | $8,309+135.0% | $6,730+190.1% |
| Admin fee / account holder | $4,625 | $12,943-64.3% | $11,609-60.2% | $14,365-67.8% |