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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 | $131,150 | $157,304-16.6% | $141,197-7.1% | $152,909-14.2% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 26.71% | 64.34%-37.6pp | 71.41%-44.7pp | 345.46%-318.8pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $10,050 | $7,111+41.3% | $6,710+49.8% | $5,851+71.8% |
| Admin fee / account holder | $33,036 | $12,126+172.4% | $10,265+221.8% | $11,601+184.8% |