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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 | $130,859 | $160,040-18.2% | $147,096-11.0% | $145,877-10.3% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 14.14% | 98.49%-84.4pp | 419.75%-405.6pp | 551.28%-537.1pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,450 | $8,429-23.5% | $8,071-20.1% | $6,691-3.6% |
| Admin fee / account holder | $3,090 | $15,050-79.5% | $13,005-76.2% | $13,402-76.9% |