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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 | $68,512 | $217,432-68.5% | $185,849-63.1% | $167,536-59.1% |
| Participation rate | 93.3% | 86.1%+7.3pp | 81.7%+11.6pp | 82.1%+11.2pp |
| Annual return | 29.59% | 148.42%-118.8pp | 122.10%-92.5pp | 478.82%-449.2pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $7,097 | $6,357+11.6% | $5,569+27.5% | $6,342+11.9% |
| Admin fee / account holder | $945 | $19,818-95.2% | $16,244-94.2% | $12,315-92.3% |