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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 | $55,293 | $198,457-72.1% | $170,435-67.6% | $147,586-62.5% |
| Participation rate | 85.0% | 88.0%-3.0pp | 83.6%+1.4pp | 82.8%+2.2pp |
| Annual return | 16.02% | 257.30%-241.3pp | 205.94%-189.9pp | 578.59%-562.6pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,583 | $5,629+52.5% | $4,939+73.8% | $5,439+57.8% |
| Admin fee / account holder | $13,497 | $16,852-19.9% | $13,881-2.8% | $10,886+24.0% |