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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 | $154,228-64.0% | $145,433-61.8% | $137,256-59.5% |
| Participation rate | 93.3% | 83.8%+9.5pp | 82.1%+11.2pp | 80.0%+13.4pp |
| Annual return | 252.40% | 74.59%+177.8pp | 66.58%+185.8pp | 220.34%+32.1pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $22,534 | $8,216+174.3% | $7,897+185.3% | $6,407+251.7% |
| Admin fee / account holder | $2,928 | $14,344-79.6% | $13,129-77.7% | $12,270-76.1% |