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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 | $59,735 | $157,276-62.0% | $141,177-57.7% | $152,885-60.9% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 26.22% | 64.33%-38.1pp | 71.40%-45.2pp | 345.39%-319.2pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,935 | $7,110+11.6% | $6,710+18.3% | $5,851+35.6% |
| Admin fee / account holder | $1,145 | $12,123-90.6% | $10,263-88.8% | $11,598-90.1% |