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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 | $34,475 | $202,342-83.0% | $172,753-80.0% | $152,909-77.5% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.5%+7.5pp |
| Annual return | 18.82% | 1029.88%-1011.1pp | 803.00%-784.2pp | 345.46%-326.6pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,199 | $5,948-29.4% | $5,198-19.2% | $5,851-28.2% |
| Admin fee / account holder | $1,493 | $17,112-91.3% | $13,956-89.3% | $11,601-87.1% |