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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 | $209,336-79.4% | $197,124-78.1% | $137,256-68.6% |
| Participation rate | 84.6% | 87.3%-2.7pp | 86.7%-2.1pp | 80.0%+4.7pp |
| Annual return | 97.83% | 48.09%+49.7pp | 44.34%+53.5pp | 220.34%-122.5pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,572 | $9,614-0.4% | $9,135+4.8% | $6,407+49.4% |
| Admin fee / account holder | $411 | $17,308-97.6% | $16,298-97.5% | $12,270-96.6% |