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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 | $41,640 | $175,231-76.2% | $149,696-72.2% | $139,466-70.1% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 14.18% | 166.77%-152.6pp | 134.46%-120.3pp | 373.66%-359.5pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $17,706 | $6,521+171.5% | $5,682+211.6% | $6,712+163.8% |
| Admin fee / account holder | $15,312 | $16,155-5.2% | $13,212+15.9% | $11,409+34.2% |