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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 | $41,788 | $196,972-78.8% | $182,262-77.1% | $198,609-79.0% |
| Participation rate | 94.4% | 85.7%+8.7pp | 84.2%+10.2pp | 82.4%+12.1pp |
| Annual return | 22.43% | 158.27%-135.8pp | 140.60%-118.2pp | 202.70%-180.3pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $13,716 | $8,643+58.7% | $8,276+65.7% | $6,977+96.6% |
| Admin fee / account holder | $11,354 | $18,429-38.4% | $16,712-32.1% | $19,030-40.3% |