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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 | $45,735 | $227,291-79.9% | $214,702-78.7% | $155,188-70.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 13.28% | 60.08%-46.8pp | 54.55%-41.3pp | 148.84%-135.6pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $20,799 | $9,582+117.1% | $9,147+127.4% | $6,531+218.5% |
| Admin fee / account holder | $36,529 | $20,413+78.9% | $19,830+84.2% | $14,480+152.3% |