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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 | $71,686 | $160,040-55.2% | $147,096-51.3% | $145,877-50.9% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 20.36% | 98.49%-78.1pp | 419.75%-399.4pp | 551.28%-530.9pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $15,381 | $8,429+82.5% | $8,071+90.6% | $6,691+129.9% |
| Admin fee / account holder | $348 | $15,050-97.7% | $13,005-97.3% | $13,402-97.4% |