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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 | $25,033 | $160,040-84.4% | $147,096-83.0% | $145,877-82.8% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.4pp | 80.3%+4.3pp |
| Annual return | 14.10% | 98.49%-84.4pp | 419.75%-405.6pp | 551.28%-537.2pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $13,733 | $8,429+62.9% | $8,071+70.2% | $6,691+105.3% |
| Admin fee / account holder | $4,129 | $15,050-72.6% | $13,005-68.3% | $13,402-69.2% |