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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 | $33,425 | $160,028-79.1% | $147,080-77.3% | $145,884-77.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 14.62% | 98.60%-84.0pp | 420.17%-405.5pp | 551.85%-537.2pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,013 | $8,422+7.0% | $8,066+11.7% | $6,690+34.7% |
| Admin fee / account holder | $19,101 | $15,030+27.1% | $12,989+47.1% | $13,392+42.6% |