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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 | $64,452 | $157,276-59.0% | $141,177-54.3% | $152,885-57.8% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 22.14% | 64.33%-42.2pp | 71.40%-49.3pp | 345.39%-323.3pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,417 | $7,110-9.7% | $6,710-4.4% | $5,851+9.7% |
| Admin fee / account holder | $587 | $12,123-95.2% | $10,263-94.3% | $11,598-94.9% |