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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 | $34,205 | $180,749-81.1% | $160,784-78.7% | $137,256-75.1% |
| Participation rate | 95.8% | 80.0%+15.9pp | 77.0%+18.9pp | 80.0%+15.9pp |
| Annual return | 35.07% | 2234.46%-2199.4pp | 1803.92%-1768.9pp | 220.34%-185.3pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $14,788 | $6,844+116.1% | $6,293+135.0% | $6,407+130.8% |
| Admin fee / account holder | $9,177 | $10,397-11.7% | $9,717-5.6% | $12,270-25.2% |