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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 | $48,632 | $160,059-69.6% | $140,019-65.3% | $135,379-64.1% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.5%+3.4pp | 82.6%+8.3pp |
| Annual return | 4.41% | 911.44%-907.0pp | 651.15%-646.7pp | 519.79%-515.4pp |
| Employer contribution / active EE | $1,232 | $6,420-80.8% | $5,605-78.0% | $4,779-74.2% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $14,764 | $13,328+10.8% | $10,705+37.9% | $10,828+36.4% |