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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 | $52,251 | $217,427-76.0% | $185,837-71.9% | $167,518-68.8% |
| Participation rate | 95.5% | 86.0%+9.4pp | 81.7%+13.7pp | 82.1%+13.3pp |
| Annual return | 10.88% | 148.39%-137.5pp | 122.08%-111.2pp | 478.71%-467.8pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,702 | $6,357-57.5% | $5,568-51.5% | $6,342-57.4% |
| Admin fee / account holder | $1,809 | $19,816-90.9% | $16,241-88.9% | $12,312-85.3% |