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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 | $59,640 | $180,749-67.0% | $160,784-62.9% | $137,256-56.5% |
| Participation rate | 87.5% | 80.0%+7.5pp | 77.0%+10.5pp | 80.0%+7.5pp |
| Annual return | 13.50% | 2234.46%-2221.0pp | 1803.92%-1790.4pp | 220.34%-206.8pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $12,481 | $6,844+82.4% | $6,293+98.3% | $6,407+94.8% |
| Admin fee / account holder | $2,302 | $10,397-77.9% | $9,717-76.3% | $12,270-81.2% |