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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 | $39,915 | $160,070-75.1% | $147,117-72.9% | $145,897-72.6% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 15.31% | 98.69%-83.4pp | 420.54%-405.2pp | 552.29%-537.0pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $13,123 | $8,419+55.9% | $8,065+62.7% | $6,689+96.2% |
| Admin fee / account holder | $4,288 | $15,035-71.5% | $12,993-67.0% | $13,390-68.0% |