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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 | $47,589 | $155,555-69.4% | $146,866-67.6% | $155,188-69.3% |
| Participation rate | 93.3% | 84.0%+9.4pp | 82.5%+10.8pp | 80.8%+12.5pp |
| Annual return | 57.42% | 115.41%-58.0pp | 102.85%-45.4pp | 148.84%-91.4pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $8,142 | $8,044+1.2% | $7,759+4.9% | $6,531+24.7% |
| Admin fee / account holder | $1,160 | $14,755-92.1% | $13,620-91.5% | $14,480-92.0% |