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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 | $106,618 | $176,077-39.4% | $159,455-33.1% | $167,518-36.4% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 17.34% | 331.83%-314.5pp | 263.63%-246.3pp | 478.71%-461.4pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $12,107 | $7,751+56.2% | $7,353+64.7% | $6,342+90.9% |
| Admin fee / account holder | $14,652 | $12,556+16.7% | $10,800+35.7% | $12,312+19.0% |