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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 | $55,478 | $159,934-65.3% | $147,005-62.3% | $145,959-62.0% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 28.99% | 98.24%-69.2pp | 418.76%-389.8pp | 561.95%-533.0pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $15,355 | $8,427+82.2% | $8,070+90.3% | $6,689+129.6% |
| Admin fee / account holder | $1,269 | $15,053-91.6% | $13,006-90.2% | $13,398-90.5% |