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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 | $81,013 | $202,342-60.0% | $172,753-53.1% | $152,909-47.0% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 19.72% | 1029.88%-1010.2pp | 803.00%-783.3pp | 345.46%-325.7pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,117 | $5,948-47.6% | $5,198-40.0% | $5,851-46.7% |
| Admin fee / account holder | $6,759 | $17,112-60.5% | $13,956-51.6% | $11,601-41.7% |