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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 | $31,448 | $185,883-83.1% | $170,043-81.5% | $139,466-77.5% |
| Participation rate | 94.7% | 87.8%+7.0pp | 87.0%+7.7pp | 80.3%+14.4pp |
| Annual return | 29.33% | 60.54%-31.2pp | 53.40%-24.1pp | 373.66%-344.3pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $15,321 | $11,626+31.8% | $10,410+47.2% | $6,712+128.3% |
| Admin fee / account holder | $1,771 | $15,393-88.5% | $12,824-86.2% | $11,409-84.5% |