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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 | $59,712 | $97,289-38.6% | $92,805-35.7% | $155,188-61.5% |
| Participation rate | 90.9% | 84.2%+6.7pp | 83.5%+7.4pp | 80.8%+10.1pp |
| Annual return | 56.51% | 29.03%+27.5pp | 31.59%+24.9pp | 148.84%-92.3pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $13,536 | $8,795+53.9% | $8,448+60.2% | $6,531+107.3% |
| Admin fee / account holder | $6,085 | $12,015-49.4% | $10,911-44.2% | $14,480-58.0% |