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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 | $16,281 | $180,749-91.0% | $160,784-89.9% | $137,256-88.1% |
| Participation rate | 88.9% | 80.0%+8.9pp | 77.0%+11.9pp | 80.0%+8.9pp |
| Annual return | 19.09% | 2234.46%-2215.4pp | 1803.92%-1784.8pp | 220.34%-201.2pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,438 | $6,844-35.2% | $6,293-29.5% | $6,407-30.7% |
| Admin fee / account holder | $2,553 | $10,397-75.4% | $9,717-73.7% | $12,270-79.2% |