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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 | $35,419 | $97,289-63.6% | $92,805-61.8% | $155,188-77.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 62.95% | 29.03%+33.9pp | 31.59%+31.4pp | 148.84%-85.9pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $23,175 | $8,795+163.5% | $8,448+174.3% | $6,531+254.8% |
| Admin fee / account holder | $16,493 | $12,015+37.3% | $10,911+51.2% | $14,480+13.9% |