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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 | $108,942-65.0% | $100,415-62.0% | $145,897-73.9% |
| Participation rate | 81.8% | 83.0%-1.2pp | 81.5%+0.3pp | 80.3%+1.5pp |
| Annual return | 39.88% | 58.27%-18.4pp | 49.47%-9.6pp | 552.29%-512.4pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $13,983 | $8,461+65.3% | $8,091+72.8% | $6,689+109.0% |
| Admin fee / account holder | $8,513 | $9,702-12.3% | $7,906+7.7% | $13,390-36.4% |