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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 | $50,011 | $126,113-60.3% | $116,096-56.9% | $155,188-67.8% |
| Participation rate | 86.4% | 75.1%+11.2pp | 73.3%+13.0pp | 80.8%+5.6pp |
| Annual return | 19.27% | 391.72%-372.5pp | 326.25%-307.0pp | 148.84%-129.6pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $9,533 | $4,162+129.0% | $3,952+141.2% | $6,531+46.0% |
| Admin fee / account holder | $498 | $8,045-93.8% | $7,704-93.5% | $14,480-96.6% |