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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 | $26,500 | $159,978-83.4% | $147,041-82.0% | $145,978-81.8% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 18.44% | 98.36%-79.9pp | 419.21%-400.8pp | 550.52%-532.1pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,353 | $8,429-0.9% | $8,071+3.5% | $6,690+24.9% |
| Admin fee / account holder | $3,537 | $15,053-76.5% | $13,006-72.8% | $13,400-73.6% |