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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 | $122,595 | $198,457-38.2% | $170,435-28.1% | $147,586-16.9% |
| Participation rate | 94.1% | 88.0%+6.1pp | 83.6%+10.5pp | 82.8%+11.3pp |
| Annual return | 18.52% | 257.30%-238.8pp | 205.94%-187.4pp | 578.59%-560.1pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,428 | $5,629-21.3% | $4,939-10.4% | $5,439-18.6% |
| Admin fee / account holder | $613 | $16,852-96.4% | $13,881-95.6% | $10,886-94.4% |