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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 | $69,776 | $159,978-56.4% | $147,041-52.5% | $145,978-52.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 13.77% | 98.36%-84.6pp | 419.21%-405.4pp | 550.52%-536.7pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,544 | $8,429+13.2% | $8,071+18.3% | $6,690+42.7% |
| Admin fee / account holder | $3,739 | $15,053-75.2% | $13,006-71.3% | $13,400-72.1% |