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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 | $142,322 | $102,595+38.7% | $94,057+51.3% | $154,746-8.0% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 80.7%-5.7pp |
| Annual return | 14.27% | 583.42%-569.1pp | 480.62%-466.4pp | 172.34%-158.1pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,805 | $5,118+13.4% | $4,709+23.3% | $6,730-13.7% |
| Admin fee / account holder | $2,323 | $7,736-70.0% | $7,244-67.9% | $14,365-83.8% |