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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 | $194,197 | $209,428-7.3% | $178,498+8.8% | $158,950+22.2% |
| Participation rate | 77.8% | 86.4%-8.6pp | 81.9%-4.2pp | 82.0%-4.2pp |
| Annual return | 9.67% | 188.78%-179.1pp | 151.09%-141.4pp | 302.91%-293.2pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,939 | $5,955+33.3% | $5,202+52.6% | $5,983+32.7% |
| Admin fee / account holder | $30,790 | $17,077+80.3% | $13,985+120.2% | $11,248+173.7% |