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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 | $37,932 | $183,988-79.4% | $162,177-76.6% | $152,897-75.2% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.5%+0.9pp |
| Annual return | 16.09% | 150.79%-134.7pp | 115.60%-99.5pp | 345.43%-329.3pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $16,172 | $8,032+101.3% | $7,297+121.6% | $5,851+176.4% |
| Admin fee / account holder | $420 | $13,123-96.8% | $10,843-96.1% | $11,599-96.4% |