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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 | $47,758 | $162,136-70.5% | $152,301-68.6% | $154,746-69.1% |
| Participation rate | 89.5% | 84.1%+5.4pp | 82.4%+7.0pp | 80.7%+8.8pp |
| Annual return | 60.33% | 91.02%-30.7pp | 80.50%-20.2pp | 172.34%-112.0pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,920 | $8,341+30.9% | $8,004+36.4% | $6,730+62.3% |
| Admin fee / account holder | $11,220 | $15,759-28.8% | $14,398-22.1% | $14,365-21.9% |