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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 | $55,549 | $155,555-64.3% | $146,866-62.2% | $155,188-64.2% |
| Participation rate | 93.3% | 84.0%+9.4pp | 82.5%+10.8pp | 80.8%+12.5pp |
| Annual return | 252.40% | 115.41%+137.0pp | 102.85%+149.5pp | 148.84%+103.6pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $22,534 | $8,044+180.1% | $7,759+190.4% | $6,531+245.0% |
| Admin fee / account holder | $2,928 | $14,755-80.2% | $13,620-78.5% | $14,480-79.8% |