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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 | $106,776 | $184,000-42.0% | $162,185-34.2% | $152,909-30.2% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.5%-2.5pp |
| Annual return | 15.83% | 150.80%-135.0pp | 115.61%-99.8pp | 345.46%-329.6pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,531 | $8,033-56.0% | $7,297-51.6% | $5,851-39.7% |
| Admin fee / account holder | $1,177 | $13,124-91.0% | $10,844-89.1% | $11,601-89.9% |