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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 | $64,111 | $160,040-59.9% | $147,096-56.4% | $145,877-56.1% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 14.44% | 98.49%-84.1pp | 419.75%-405.3pp | 551.28%-536.8pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $15,571 | $8,429+84.7% | $8,071+92.9% | $6,691+132.7% |
| Admin fee / account holder | $1,305 | $15,050-91.3% | $13,005-90.0% | $13,402-90.3% |