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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 | $37,869 | $97,289-61.1% | $92,805-59.2% | $155,188-75.6% |
| Participation rate | 88.9% | 84.2%+4.7pp | 83.5%+5.4pp | 80.8%+8.1pp |
| Annual return | 55.14% | 29.03%+26.1pp | 31.59%+23.6pp | 148.84%-93.7pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $14,825 | $8,795+68.6% | $8,448+75.5% | $6,531+127.0% |
| Admin fee / account holder | $541 | $12,015-95.5% | $10,911-95.0% | $14,480-96.3% |