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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 | $144,387 | $175,259-17.6% | $149,723-3.6% | $139,487+3.5% |
| Participation rate | 93.3% | 83.4%+9.9pp | 78.8%+14.6pp | 80.3%+13.0pp |
| Annual return | 12.05% | 166.82%-154.8pp | 134.50%-122.5pp | 373.84%-361.8pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $17,188 | $6,522+163.6% | $5,682+202.5% | $6,713+156.1% |
| Admin fee / account holder | $55,083 | $16,158+240.9% | $13,215+316.8% | $11,407+382.9% |