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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 | $34,154 | $196,972-82.7% | $182,262-81.3% | $198,609-82.8% |
| Participation rate | 85.7% | 85.7%0pp | 84.2%+1.5pp | 82.4%+3.3pp |
| Annual return | 18.37% | 158.27%-139.9pp | 140.60%-122.2pp | 202.70%-184.3pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,066 | $8,643-53.0% | $8,276-50.9% | $6,977-41.7% |
| Admin fee / account holder | $484 | $18,429-97.4% | $16,712-97.1% | $19,030-97.5% |