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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 | $36,498 | $176,105-79.3% | $159,474-77.1% | $167,536-78.2% |
| Participation rate | 80.0% | 85.0%-5.0pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 14.84% | 331.91%-317.1pp | 263.68%-248.8pp | 478.82%-464.0pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,277 | $7,751-31.9% | $7,353-28.2% | $6,342-16.8% |
| Admin fee / account holder | $954 | $12,559-92.4% | $10,802-91.2% | $12,315-92.3% |