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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 | $37,744 | $100,970-62.6% | $96,576-60.9% | $137,256-72.5% |
| Participation rate | 93.3% | 82.6%+10.7pp | 81.4%+11.9pp | 80.0%+13.4pp |
| Annual return | 111.13% | 38.16%+73.0pp | 38.47%+72.7pp | 220.34%-109.2pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $15,149 | $8,286+82.8% | $7,956+90.4% | $6,407+136.4% |
| Admin fee / account holder | $308 | $11,312-97.3% | $11,381-97.3% | $12,270-97.5% |