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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 | $44,690 | $227,291-80.3% | $214,702-79.2% | $155,188-71.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 58.32% | 60.08%-1.8pp | 54.55%+3.8pp | 148.84%-90.5pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,802 | $9,582-18.6% | $9,147-14.7% | $6,531+19.5% |
| Admin fee / account holder | $529 | $20,413-97.4% | $19,830-97.3% | $14,480-96.3% |