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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 | $102,420 | $209,422-51.1% | $178,503-42.6% | $158,982-35.6% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 22.89% | 188.81%-165.9pp | 151.12%-128.2pp | 302.99%-280.1pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,790 | $5,955-53.1% | $5,202-46.4% | $5,983-53.4% |
| Admin fee / account holder | $12,467 | $17,079-27.0% | $13,987-10.9% | $11,252+10.8% |