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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 | $38,539 | $196,972-80.4% | $182,262-78.9% | $198,609-80.6% |
| Participation rate | 90.5% | 85.7%+4.8pp | 84.2%+6.3pp | 82.4%+8.1pp |
| Annual return | 20.17% | 158.27%-138.1pp | 140.60%-120.4pp | 202.70%-182.5pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $9,251 | $8,643+7.0% | $8,276+11.8% | $6,977+32.6% |
| Admin fee / account holder | $3,338 | $18,429-81.9% | $16,712-80.0% | $19,030-82.5% |