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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 | $61,013 | $154,228-60.4% | $145,433-58.0% | $137,256-55.5% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 137.27% | 74.59%+62.7pp | 66.58%+70.7pp | 220.34%-83.1pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,024 | $8,216-2.3% | $7,897+1.6% | $6,407+25.2% |
| Admin fee / account holder | $4,930 | $14,344-65.6% | $13,129-62.5% | $12,270-59.8% |