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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 | $35,439 | $148,558-76.1% | $135,925-73.9% | $139,427-74.6% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 25.65% | 79.22%-53.6pp | 68.25%-42.6pp | 373.27%-347.6pp |
| Employer contribution / active EE | $0 | $5,244-100.0% | $4,857-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $14,532 | $8,101+79.4% | $7,759+87.3% | $6,711+116.5% |
| Admin fee / account holder | $803 | $12,401-93.5% | $10,764-92.5% | $11,404-93.0% |