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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 | $28,201 | $165,381-82.9% | $149,730-81.2% | $158,966-82.3% |
| Participation rate | 95.0% | 84.6%+10.4pp | 82.5%+12.5pp | 82.0%+13.0pp |
| Annual return | 39.35% | 348.29%-308.9pp | 276.70%-237.4pp | 302.95%-263.6pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,784 | $7,182+36.2% | $6,843+43.0% | $5,983+63.5% |
| Admin fee / account holder | $2,070 | $10,809-80.9% | $9,310-77.8% | $11,250-81.6% |