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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 | $166,876 | $102,595+62.7% | $94,057+77.4% | $154,746+7.8% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 80.7%+5.0pp |
| Annual return | 12.81% | 583.42%-570.6pp | 480.62%-467.8pp | 172.34%-159.5pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,383 | $5,118-14.4% | $4,709-6.9% | $6,730-34.9% |
| Admin fee / account holder | $7,841 | $7,736+1.4% | $7,244+8.2% | $14,365-45.4% |