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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 | $78,142 | $176,077-55.6% | $159,455-51.0% | $167,518-53.4% |
| Participation rate | 70.8% | 84.9%-14.1pp | 82.8%-12.0pp | 82.1%-11.3pp |
| Annual return | 11.57% | 331.83%-320.3pp | 263.63%-252.1pp | 478.71%-467.1pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,648 | $7,751-65.8% | $7,353-64.0% | $6,342-58.2% |
| Admin fee / account holder | $16,167 | $12,556+28.8% | $10,800+49.7% | $12,312+31.3% |