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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 | $23,407 | $185,312-87.4% | $161,489-85.5% | $154,746-84.9% |
| Participation rate | 90.9% | 82.5%+8.4pp | 78.7%+12.2pp | 80.7%+10.2pp |
| Annual return | 179.40% | 103.84%+75.6pp | 89.72%+89.7pp | 172.34%+7.1pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $11,617 | $6,350+82.9% | $5,630+106.3% | $6,730+72.6% |
| Admin fee / account holder | $7,057 | $18,654-62.2% | $16,006-55.9% | $14,365-50.9% |