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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 | $124,681 | $209,425-40.5% | $178,499-30.2% | $158,966-21.6% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 16.11% | 188.80%-172.7pp | 151.10%-135.0pp | 302.95%-286.8pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,584 | $5,955+10.6% | $5,202+26.6% | $5,983+10.0% |
| Admin fee / account holder | $30,645 | $17,078+79.4% | $13,986+119.1% | $11,250+172.4% |