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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 | $125,536 | $184,000-31.8% | $162,185-22.6% | $152,909-17.9% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.5%+0.9pp |
| Annual return | 27.83% | 150.80%-123.0pp | 115.61%-87.8pp | 345.46%-317.6pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,079 | $8,033-36.8% | $7,297-30.4% | $5,851-13.2% |
| Admin fee / account holder | $5,154 | $13,124-60.7% | $10,844-52.5% | $11,601-55.6% |