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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 | $40,898 | $108,942-62.5% | $100,415-59.3% | $145,897-72.0% |
| Participation rate | 81.3% | 83.0%-1.7pp | 81.5%-0.3pp | 80.3%+0.9pp |
| Annual return | 284.17% | 58.27%+225.9pp | 49.47%+234.7pp | 552.29%-268.1pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,154 | $8,461+8.2% | $8,091+13.1% | $6,689+36.8% |
| Admin fee / account holder | $5,033 | $9,702-48.1% | $7,906-36.3% | $13,390-62.4% |