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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 | $154,228-53.5% | $145,433-50.7% | $137,256-47.8% |
| Participation rate | 95.0% | 83.8%+11.2pp | 82.1%+12.9pp | 80.0%+15.0pp |
| Annual return | 52.85% | 74.59%-21.7pp | 66.58%-13.7pp | 220.34%-167.5pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,263 | $8,216+37.1% | $7,897+42.6% | $6,407+75.8% |
| Admin fee / account holder | $2,414 | $14,344-83.2% | $13,129-81.6% | $12,270-80.3% |