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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 | $83,297 | $209,425-60.2% | $178,499-53.3% | $158,966-47.6% |
| Participation rate | 94.1% | 86.4%+7.8pp | 81.9%+12.2pp | 82.0%+12.2pp |
| Annual return | 20.77% | 188.80%-168.0pp | 151.10%-130.3pp | 302.95%-282.2pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $15,558 | $5,955+161.3% | $5,202+199.1% | $5,983+160.0% |
| Admin fee / account holder | $5,260 | $17,078-69.2% | $13,986-62.4% | $11,250-53.2% |