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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 | $38,512 | $202,342-81.0% | $172,752-77.7% | $152,897-74.8% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 25.68% | 1029.83%-1004.2pp | 802.97%-777.3pp | 345.43%-319.8pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,850 | $5,948-35.3% | $5,198-25.9% | $5,851-34.2% |
| Admin fee / account holder | $1,004 | $17,111-94.1% | $13,955-92.8% | $11,599-91.3% |