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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 | $38,534 | $148,629-74.1% | $135,982-71.7% | $139,487-72.4% |
| Participation rate | 86.4% | 83.9%+2.5pp | 81.9%+4.4pp | 80.3%+6.0pp |
| Annual return | 46.41% | 79.33%-32.9pp | 68.32%-21.9pp | 373.84%-327.4pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $8,043 | $8,102-0.7% | $7,760+3.6% | $6,713+19.8% |
| Admin fee / account holder | $330 | $12,406-97.3% | $10,767-96.9% | $11,407-97.1% |