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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 | $40,443 | $148,623-72.8% | $135,974-70.3% | $139,466-71.0% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 66.79% | 79.30%-12.5pp | 68.30%-1.5pp | 373.66%-306.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $19,996 | $8,103+146.8% | $7,760+157.7% | $6,712+197.9% |
| Admin fee / account holder | $15,326 | $12,406+23.5% | $10,767+42.3% | $11,409+34.3% |