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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 | $100,431 | $160,028-37.2% | $147,080-31.7% | $145,884-31.2% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.3pp | 80.3%-3.4pp |
| Annual return | 15.65% | 98.60%-83.0pp | 420.17%-404.5pp | 551.85%-536.2pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,915 | $8,422+5.9% | $8,066+10.5% | $6,690+33.3% |
| Admin fee / account holder | $2,334 | $15,030-84.5% | $12,989-82.0% | $13,392-82.6% |