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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 | $35,319 | $159,978-77.9% | $147,041-76.0% | $145,978-75.8% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 21.62% | 98.36%-76.7pp | 419.21%-397.6pp | 550.52%-528.9pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $21,754 | $8,429+158.1% | $8,071+169.5% | $6,690+225.2% |
| Admin fee / account holder | $7,701 | $15,053-48.8% | $13,006-40.8% | $13,400-42.5% |