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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 | $37,701 | $159,978-76.4% | $147,041-74.4% | $145,978-74.2% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.6pp |
| Annual return | 26.13% | 98.36%-72.2pp | 419.21%-393.1pp | 550.52%-524.4pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,306 | $8,429-48.9% | $8,071-46.6% | $6,690-35.6% |
| Admin fee / account holder | $2,103 | $15,053-86.0% | $13,006-83.8% | $13,400-84.3% |