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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 | $43,568 | $202,342-78.5% | $172,753-74.8% | $152,909-71.5% |
| Participation rate | 95.7% | 87.1%+8.6pp | 82.6%+13.0pp | 82.5%+13.2pp |
| Annual return | 18.71% | 1029.88%-1011.2pp | 803.00%-784.3pp | 345.46%-326.8pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,892 | $5,948-34.6% | $5,198-25.1% | $5,851-33.5% |
| Admin fee / account holder | $1,381 | $17,112-91.9% | $13,956-90.1% | $11,601-88.1% |