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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 | $181,062-87.1% | $158,223-85.2% | $155,188-84.9% |
| Participation rate | 90.9% | 82.7%+8.3pp | 79.2%+11.7pp | 80.8%+10.1pp |
| Annual return | 179.40% | 57.39%+122.0pp | 52.09%+127.3pp | 148.84%+30.6pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $11,617 | $6,134+89.4% | $5,467+112.5% | $6,531+77.9% |
| Admin fee / account holder | $7,057 | $18,825-62.5% | $16,047-56.0% | $14,480-51.3% |