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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 | $33,872 | $160,070-78.8% | $147,117-77.0% | $145,897-76.8% |
| Participation rate | 81.3% | 84.0%-2.8pp | 82.2%-0.9pp | 80.3%+0.9pp |
| Annual return | 16.59% | 98.69%-82.1pp | 420.54%-404.0pp | 552.29%-535.7pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $13,937 | $8,419+65.5% | $8,065+72.8% | $6,689+108.3% |
| Admin fee / account holder | $1,273 | $15,035-91.5% | $12,993-90.2% | $13,390-90.5% |