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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 | $115,327 | $157,296-26.7% | $141,191-18.3% | $152,897-24.6% |
| Participation rate | 90.5% | 84.8%+5.7pp | 82.5%+8.0pp | 82.5%+8.0pp |
| Annual return | 23.97% | 64.34%-40.4pp | 71.41%-47.4pp | 345.43%-321.5pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $9,473 | $7,111+33.2% | $6,710+41.2% | $5,851+61.9% |
| Admin fee / account holder | $1,624 | $12,125-86.6% | $10,264-84.2% | $11,599-86.0% |