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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 | $38,241 | $148,582-74.3% | $135,942-71.9% | $139,456-72.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 32.36% | 79.26%-46.9pp | 68.28%-35.9pp | 373.45%-341.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $13,456 | $8,101+66.1% | $7,759+73.4% | $6,711+100.5% |
| Admin fee / account holder | $2,135 | $12,402-82.8% | $10,764-80.2% | $11,407-81.3% |