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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 | $59,907 | $202,463-70.4% | $169,397-64.6% | $139,487-57.1% |
| Participation rate | 85.7% | 81.1%+4.6pp | 77.2%+8.5pp | 80.3%+5.4pp |
| Annual return | 25.70% | 532.64%-506.9pp | 406.23%-380.5pp | 373.84%-348.1pp |
| Employer contribution / active EE | $0 | $4,694-100.0% | $4,013-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $12,526 | $6,941+80.5% | $6,223+101.3% | $6,713+86.6% |
| Admin fee / account holder | $12,997 | $10,726+21.2% | $9,017+44.1% | $11,407+13.9% |