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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 | $107,670 | $160,059-32.7% | $140,019-23.1% | $135,379-20.5% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.5%-16.1pp | 82.6%-11.2pp |
| Annual return | 23.76% | 911.44%-887.7pp | 651.15%-627.4pp | 519.79%-496.0pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,516 | $7,641+11.5% | $6,927+22.9% | $5,609+51.8% |
| Admin fee / account holder | $25,085 | $13,328+88.2% | $10,705+134.3% | $10,828+131.7% |