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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 | $91,585 | $198,457-53.9% | $170,435-46.3% | $147,586-37.9% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 11.56% | 257.30%-245.7pp | 205.94%-194.4pp | 578.59%-567.0pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,555 | $5,629-36.8% | $4,939-28.0% | $5,439-34.6% |
| Admin fee / account holder | $9,584 | $16,852-43.1% | $13,881-31.0% | $10,886-12.0% |