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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 | $124,661 | $148,623-16.1% | $135,974-8.3% | $139,466-10.6% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 16.65% | 79.30%-62.6pp | 68.30%-51.7pp | 373.66%-357.0pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $15,008 | $8,103+85.2% | $7,760+93.4% | $6,712+123.6% |
| Admin fee / account holder | $5,947 | $12,406-52.1% | $10,767-44.8% | $11,409-47.9% |