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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 | $36,743 | $180,749-79.7% | $160,784-77.1% | $137,256-73.2% |
| Participation rate | 83.3% | 80.0%+3.4pp | 77.0%+6.4pp | 80.0%+3.4pp |
| Annual return | 16.38% | 2234.46%-2218.1pp | 1803.92%-1787.5pp | 220.34%-204.0pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,176 | $6,844-53.6% | $6,293-49.5% | $6,407-50.4% |
| Admin fee / account holder | $705 | $10,397-93.2% | $9,717-92.7% | $12,270-94.3% |