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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 | $66,278 | $162,136-59.1% | $152,301-56.5% | $154,746-57.2% |
| Participation rate | 95.0% | 84.1%+10.9pp | 82.4%+12.6pp | 80.7%+14.3pp |
| Annual return | 24.19% | 91.02%-66.8pp | 80.50%-56.3pp | 172.34%-148.1pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $26,821 | $8,341+221.6% | $8,004+235.1% | $6,730+298.5% |
| Admin fee / account holder | $22,505 | $15,759+42.8% | $14,398+56.3% | $14,365+56.7% |