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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 | $22,031 | $159,978-86.2% | $147,041-85.0% | $145,978-84.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 13.03% | 98.36%-85.3pp | 419.21%-406.2pp | 550.52%-537.5pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $12,871 | $8,429+52.7% | $8,071+59.5% | $6,690+92.4% |
| Admin fee / account holder | $30,043 | $15,053+99.6% | $13,006+131.0% | $13,400+124.2% |