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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 | $48,530 | $196,972-75.4% | $182,262-73.4% | $198,609-75.6% |
| Participation rate | 94.1% | 85.7%+8.4pp | 84.2%+9.9pp | 82.4%+11.7pp |
| Annual return | 21.16% | 158.27%-137.1pp | 140.60%-119.4pp | 202.70%-181.5pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $20,918 | $8,643+142.0% | $8,276+152.7% | $6,977+199.8% |
| Admin fee / account holder | $1,677 | $18,429-90.9% | $16,712-90.0% | $19,030-91.2% |