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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 | $162,136-66.9% | $152,301-64.8% | $154,746-65.3% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 12.53% | 91.02%-78.5pp | 80.50%-68.0pp | 172.34%-159.8pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $11,054 | $8,341+32.5% | $8,004+38.1% | $6,730+64.2% |
| Admin fee / account holder | $2,107 | $15,759-86.6% | $14,398-85.4% | $14,365-85.3% |