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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 | $73,035 | $100,970-27.7% | $96,576-24.4% | $137,256-46.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 69.42% | 38.16%+31.3pp | 38.47%+31.0pp | 220.34%-150.9pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $16,658 | $8,286+101.0% | $7,956+109.4% | $6,407+160.0% |
| Admin fee / account holder | $8,512 | $11,312-24.8% | $11,381-25.2% | $12,270-30.6% |