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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 | $159,978-65.3% | $147,041-62.3% | $145,978-62.0% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 28.99% | 98.36%-69.4pp | 419.21%-390.2pp | 550.52%-521.5pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $15,355 | $8,429+82.2% | $8,071+90.3% | $6,690+129.5% |
| Admin fee / account holder | $1,269 | $15,053-91.6% | $13,006-90.2% | $13,400-90.5% |