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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 | $64,100 | $160,070-60.0% | $147,117-56.4% | $145,897-56.1% |
| Participation rate | 93.8% | 84.0%+9.7pp | 82.2%+11.6pp | 80.3%+13.4pp |
| Annual return | 23.64% | 98.69%-75.0pp | 420.54%-396.9pp | 552.29%-528.7pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $18,329 | $8,419+117.7% | $8,065+127.3% | $6,689+174.0% |
| Admin fee / account holder | $10,514 | $15,035-30.1% | $12,993-19.1% | $13,390-21.5% |