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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 | $36,641 | $154,228-76.2% | $145,433-74.8% | $137,256-73.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 113.41% | 74.59%+38.8pp | 66.58%+46.8pp | 220.34%-106.9pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $16,030 | $8,216+95.1% | $7,897+103.0% | $6,407+150.2% |
| Admin fee / account holder | $6,089 | $14,344-57.6% | $13,129-53.6% | $12,270-50.4% |