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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 | $58,170 | $154,228-62.3% | $145,433-60.0% | $137,256-57.6% |
| Participation rate | 94.1% | 83.8%+10.3pp | 82.1%+12.0pp | 80.0%+14.2pp |
| Annual return | 50.05% | 74.59%-24.5pp | 66.58%-16.5pp | 220.34%-170.3pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $20,172 | $8,216+145.5% | $7,897+155.4% | $6,407+214.9% |
| Admin fee / account holder | $3,008 | $14,344-79.0% | $13,129-77.1% | $12,270-75.5% |