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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 | $47,489 | $165,361-71.3% | $149,715-68.3% | $158,950-70.1% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 13.47% | 348.24%-334.8pp | 276.66%-263.2pp | 302.91%-289.4pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $34,346 | $7,182+378.3% | $6,842+402.0% | $5,983+474.1% |
| Admin fee / account holder | $53,314 | $10,808+393.3% | $9,310+472.7% | $11,248+374.0% |