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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 | $59,848 | $198,457-69.8% | $170,435-64.9% | $147,586-59.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 24.80% | 257.30%-232.5pp | 205.94%-181.1pp | 578.59%-553.8pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,083 | $5,629-27.5% | $4,939-17.3% | $5,439-24.9% |
| Admin fee / account holder | $19,087 | $16,852+13.3% | $13,881+37.5% | $10,886+75.3% |