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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 | $59,980 | $183,516-67.3% | $155,534-61.4% | $145,884-58.9% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 14.48% | 61.43%-46.9pp | 64.92%-50.4pp | 551.85%-537.4pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,125 | $6,467+10.2% | $5,630+26.5% | $6,690+6.5% |
| Admin fee / account holder | $437 | $19,293-97.7% | $15,900-97.3% | $13,392-96.7% |