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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 | $114,324 | $160,040-28.6% | $147,096-22.3% | $145,877-21.6% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 16.70% | 98.49%-81.8pp | 419.75%-403.0pp | 551.28%-534.6pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $12,257 | $8,429+45.4% | $8,071+51.9% | $6,691+83.2% |
| Admin fee / account holder | $23,238 | $15,050+54.4% | $13,005+78.7% | $13,402+73.4% |