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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 | $112,509 | $166,131-32.3% | $164,975-31.8% | $145,877-22.9% |
| Participation rate | 86.7% | 82.0%+4.7pp | 78.6%+8.1pp | 80.3%+6.4pp |
| Annual return | 20.82% | 100.37%-79.5pp | 70.12%-49.3pp | 551.28%-530.5pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,443 | $6,962-50.5% | $6,033-42.9% | $6,691-48.5% |
| Admin fee / account holder | $950 | $16,648-94.3% | $12,688-92.5% | $13,402-92.9% |