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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 | $40,583 | $156,398-74.1% | $147,318-72.5% | $138,895-70.8% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 237.53% | 78.75%+158.8pp | 70.43%+167.1pp | 145.39%+92.1pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,151 | $8,237-13.2% | $7,906-9.6% | $6,396+11.8% |
| Admin fee / account holder | $770 | $14,976-94.9% | $13,708-94.4% | $12,562-93.9% |