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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 | $71,714 | $162,136-55.8% | $152,301-52.9% | $154,746-53.7% |
| Participation rate | 95.0% | 84.1%+10.9pp | 82.4%+12.6pp | 80.7%+14.3pp |
| Annual return | 52.85% | 91.02%-38.2pp | 80.50%-27.7pp | 172.34%-119.5pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $11,263 | $8,341+35.0% | $8,004+40.7% | $6,730+67.4% |
| Admin fee / account holder | $2,414 | $15,759-84.7% | $14,398-83.2% | $14,365-83.2% |