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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 | $32,861 | $209,422-84.3% | $178,503-81.6% | $158,982-79.3% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 23.87% | 188.81%-164.9pp | 151.12%-127.2pp | 302.99%-279.1pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,197 | $5,955-46.3% | $5,202-38.6% | $5,983-46.6% |
| Admin fee / account holder | $1,566 | $17,079-90.8% | $13,987-88.8% | $11,252-86.1% |