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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 | $196,972-63.6% | $182,262-60.7% | $198,609-63.9% |
| Participation rate | 95.0% | 85.7%+9.3pp | 84.2%+10.8pp | 82.4%+12.6pp |
| Annual return | 52.85% | 158.27%-105.4pp | 140.60%-87.7pp | 202.70%-149.9pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $11,263 | $8,643+30.3% | $8,276+36.1% | $6,977+61.4% |
| Admin fee / account holder | $2,414 | $18,429-86.9% | $16,712-85.6% | $19,030-87.3% |