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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 | $43,142 | $223,823-80.7% | $211,142-79.6% | $154,746-72.1% |
| Participation rate | 84.6% | 87.9%-3.2pp | 87.3%-2.7pp | 80.7%+3.9pp |
| Annual return | 97.83% | 50.39%+47.4pp | 46.84%+51.0pp | 172.34%-74.5pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,572 | $9,750-1.8% | $9,284+3.1% | $6,730+42.2% |
| Admin fee / account holder | $411 | $19,707-97.9% | $19,076-97.8% | $14,365-97.1% |