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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 | $156,398-64.5% | $147,318-62.3% | $138,895-60.0% |
| Participation rate | 93.3% | 83.8%+9.6pp | 82.1%+11.3pp | 79.9%+13.4pp |
| Annual return | 252.40% | 78.75%+173.7pp | 70.43%+182.0pp | 145.39%+107.0pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $22,534 | $8,237+173.6% | $7,906+185.0% | $6,396+252.3% |
| Admin fee / account holder | $2,928 | $14,976-80.4% | $13,708-78.6% | $12,562-76.7% |