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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 | $77,770 | $160,070-51.4% | $147,117-47.1% | $145,897-46.7% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 14.96% | 98.69%-83.7pp | 420.54%-405.6pp | 552.29%-537.3pp |
| Employer contribution / active EE | $152 | $5,285-97.1% | $4,932-96.9% | $4,663-96.7% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $6,253 | $15,035-58.4% | $12,993-51.9% | $13,390-53.3% |