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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 | $19,110 | $97,289-80.4% | $92,805-79.4% | $155,188-87.7% |
| Participation rate | 91.7% | 84.2%+7.5pp | 83.5%+8.2pp | 80.8%+10.9pp |
| Annual return | 138.83% | 29.03%+109.8pp | 31.59%+107.2pp | 148.84%-10.0pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,987 | $8,795-20.6% | $8,448-17.3% | $6,531+7.0% |
| Admin fee / account holder | $1,845 | $12,015-84.6% | $10,911-83.1% | $14,480-87.3% |