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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 | $57,278 | $165,399-65.4% | $149,745-61.7% | $158,982-64.0% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 33.74% | 348.34%-314.6pp | 276.72%-243.0pp | 302.99%-269.3pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $13,897 | $7,183+93.5% | $6,843+103.1% | $5,983+132.2% |
| Admin fee / account holder | $4,571 | $10,811-57.7% | $9,312-50.9% | $11,252-59.4% |