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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 | $37,965 | $160,040-76.3% | $147,096-74.2% | $145,877-74.0% |
| Participation rate | 81.0% | 84.0%-3.1pp | 82.2%-1.2pp | 80.3%+0.7pp |
| Annual return | 11.13% | 98.49%-87.4pp | 419.75%-408.6pp | 551.28%-540.2pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,681 | $8,429-20.7% | $8,071-17.2% | $6,691-0.1% |
| Admin fee / account holder | $2,834 | $15,050-81.2% | $13,005-78.2% | $13,402-78.9% |