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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 | $56,962 | $108,922-47.7% | $100,398-43.3% | $145,978-61.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.94% | 58.04%-43.1pp | 49.32%-34.4pp | 550.52%-535.6pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $14,453 | $8,450+71.0% | $8,084+78.8% | $6,690+116.0% |
| Admin fee / account holder | $10,415 | $9,680+7.6% | $7,893+32.0% | $13,400-22.3% |