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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 | $38,131 | $108,897-65.0% | $100,378-62.0% | $145,877-73.9% |
| Participation rate | 81.8% | 83.0%-1.1pp | 81.5%+0.3pp | 80.3%+1.5pp |
| Annual return | 39.88% | 58.17%-18.3pp | 49.41%-9.5pp | 551.28%-511.4pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $13,983 | $8,455+65.4% | $8,087+72.9% | $6,691+109.0% |
| Admin fee / account holder | $8,513 | $9,690-12.1% | $7,899+7.8% | $13,402-36.5% |