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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 | $97,940 | $217,392-54.9% | $185,818-47.3% | $167,497-41.5% |
| Participation rate | 95.5% | 86.0%+9.4pp | 81.7%+13.8pp | 82.1%+13.3pp |
| Annual return | 12.70% | 148.37%-135.7pp | 122.06%-109.4pp | 478.62%-465.9pp |
| Employer contribution / active EE | $0 | $5,873-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $9,918 | $6,357+56.0% | $5,568+78.1% | $6,341+56.4% |
| Admin fee / account holder | $11,689 | $19,813-41.0% | $16,239-28.0% | $12,310-5.0% |