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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 | $46,962 | $160,040-70.7% | $147,096-68.1% | $145,877-67.8% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 21.35% | 98.49%-77.1pp | 419.75%-398.4pp | 551.28%-529.9pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $12,504 | $8,429+48.3% | $8,071+54.9% | $6,691+86.9% |
| Admin fee / account holder | $10,372 | $15,050-31.1% | $13,005-20.2% | $13,402-22.6% |