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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 | $102,609-63.1% | $98,090-61.4% | $138,895-72.7% |
| Participation rate | 88.9% | 82.8%+6.1pp | 81.5%+7.3pp | 79.9%+9.0pp |
| Annual return | 55.14% | 36.44%+18.7pp | 37.05%+18.1pp | 145.39%-90.3pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $14,825 | $8,167+81.5% | $7,845+89.0% | $6,396+131.8% |
| Admin fee / account holder | $541 | $11,434-95.3% | $11,815-95.4% | $12,562-95.7% |