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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 | $53,625 | $196,972-72.8% | $182,262-70.6% | $198,609-73.0% |
| Participation rate | 85.7% | 85.7%0pp | 84.2%+1.5pp | 82.4%+3.3pp |
| Annual return | 12.53% | 158.27%-145.7pp | 140.60%-128.1pp | 202.70%-190.2pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $11,054 | $8,643+27.9% | $8,276+33.6% | $6,977+58.4% |
| Admin fee / account holder | $2,107 | $18,429-88.6% | $16,712-87.4% | $19,030-88.9% |