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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 | $21,712 | $148,582-85.4% | $135,942-84.0% | $139,456-84.4% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 83.56% | 79.26%+4.3pp | 68.28%+15.3pp | 373.45%-289.9pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $10,659 | $8,101+31.6% | $7,759+37.4% | $6,711+58.8% |
| Admin fee / account holder | $3,885 | $12,402-68.7% | $10,764-63.9% | $11,407-65.9% |