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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 | $102,938-51.4% | $94,105-46.9% | $138,895-64.0% |
| Participation rate | 86.4% | 74.6%+11.7pp | 71.9%+14.4pp | 79.9%+6.4pp |
| Annual return | 19.27% | 250.28%-231.0pp | 204.55%-185.3pp | 145.39%-126.1pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $9,533 | $4,196+127.2% | $3,881+145.6% | $6,396+49.0% |
| Admin fee / account holder | $498 | $6,600-92.5% | $6,199-92.0% | $12,562-96.0% |