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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 | $33,555 | $155,555-78.4% | $146,866-77.2% | $155,188-78.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 45.82% | 115.41%-69.6pp | 102.85%-57.0pp | 148.84%-103.0pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $12,149 | $8,044+51.0% | $7,759+56.6% | $6,531+86.0% |
| Admin fee / account holder | $1,532 | $14,755-89.6% | $13,620-88.8% | $14,480-89.4% |