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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 | $33,658 | $159,978-79.0% | $147,041-77.1% | $145,978-76.9% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 15.33% | 98.36%-83.0pp | 419.21%-403.9pp | 550.52%-535.2pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $15,570 | $8,429+84.7% | $8,071+92.9% | $6,690+132.7% |
| Admin fee / account holder | $17,783 | $15,053+18.1% | $13,006+36.7% | $13,400+32.7% |