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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 | $25,906 | $154,228-83.2% | $145,433-82.2% | $137,256-81.1% |
| Participation rate | 95.2% | 83.8%+11.4pp | 82.1%+13.1pp | 80.0%+15.3pp |
| Annual return | 149.70% | 74.59%+75.1pp | 66.58%+83.1pp | 220.34%-70.6pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,815 | $8,216+31.6% | $7,897+36.9% | $6,407+68.8% |
| Admin fee / account holder | $576 | $14,344-96.0% | $13,129-95.6% | $12,270-95.3% |