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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 | $29,150 | $212,386-86.3% | $199,883-85.4% | $138,895-79.0% |
| Participation rate | 95.8% | 87.4%+8.5pp | 86.8%+9.1pp | 79.9%+15.9pp |
| Annual return | 88.62% | 47.75%+40.9pp | 43.81%+44.8pp | 145.39%-56.8pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,486 | $9,617-11.8% | $9,138-7.1% | $6,396+32.7% |
| Admin fee / account holder | $3,688 | $18,233-79.8% | $17,268-78.6% | $12,562-70.6% |