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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 | $94,810 | $159,934-40.7% | $147,005-35.5% | $145,959-35.0% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 16.21% | 98.24%-82.0pp | 418.76%-402.6pp | 561.95%-545.7pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $7,522 | $8,427-10.7% | $8,070-6.8% | $6,689+12.5% |
| Admin fee / account holder | $7,286 | $15,053-51.6% | $13,006-44.0% | $13,398-45.6% |