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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 | $27,731 | $100,970-72.5% | $96,576-71.3% | $137,256-79.8% |
| Participation rate | 86.7% | 82.6%+4.1pp | 81.4%+5.2pp | 80.0%+6.7pp |
| Annual return | 86.67% | 38.16%+48.5pp | 38.47%+48.2pp | 220.34%-133.7pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $12,312 | $8,286+48.6% | $7,956+54.7% | $6,407+92.2% |
| Admin fee / account holder | $1,425 | $11,312-87.4% | $11,381-87.5% | $12,270-88.4% |