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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 | $212,386-79.7% | $199,883-78.4% | $138,895-68.9% |
| Participation rate | 84.6% | 87.4%-2.8pp | 86.8%-2.2pp | 79.9%+4.7pp |
| Annual return | 97.83% | 47.75%+50.1pp | 43.81%+54.0pp | 145.39%-47.6pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $9,572 | $9,617-0.5% | $9,138+4.7% | $6,396+49.6% |
| Admin fee / account holder | $411 | $18,233-97.7% | $17,268-97.6% | $12,562-96.7% |