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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 | $61,240 | $102,609-40.3% | $98,090-37.6% | $138,895-55.9% |
| Participation rate | 90.0% | 82.8%+7.2pp | 81.5%+8.5pp | 79.9%+10.1pp |
| Annual return | 55.33% | 36.44%+18.9pp | 37.05%+18.3pp | 145.39%-90.1pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $22,806 | $8,167+179.2% | $7,845+190.7% | $6,396+256.6% |
| Admin fee / account holder | $5,429 | $11,434-52.5% | $11,815-54.1% | $12,562-56.8% |