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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 | $53,044 | $154,228-65.6% | $145,433-63.5% | $137,256-61.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 84.62% | 74.59%+10.0pp | 66.58%+18.0pp | 220.34%-135.7pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,455 | $8,216-57.9% | $7,897-56.2% | $6,407-46.1% |
| Admin fee / account holder | $13,569 | $14,344-5.4% | $13,129+3.4% | $12,270+10.6% |