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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 | $35,517 | $166,131-78.6% | $164,975-78.5% | $145,877-75.7% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 12.09% | 100.37%-88.3pp | 70.12%-58.0pp | 551.28%-539.2pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,897 | $6,962-29.7% | $6,033-18.8% | $6,691-26.8% |
| Admin fee / account holder | $6,006 | $16,648-63.9% | $12,688-52.7% | $13,402-55.2% |