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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 | $39,572 | $202,342-80.4% | $172,753-77.1% | $152,909-74.1% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.5%+6.4pp |
| Annual return | 21.54% | 1029.88%-1008.3pp | 803.00%-781.5pp | 345.46%-323.9pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,479 | $5,948-41.5% | $5,198-33.1% | $5,851-40.5% |
| Admin fee / account holder | $11,792 | $17,112-31.1% | $13,956-15.5% | $11,601+1.6% |