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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 | $208,151 | $196,972+5.7% | $182,262+14.2% | $198,609+4.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 6.50% | 158.27%-151.8pp | 140.60%-134.1pp | 202.70%-196.2pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,206 | $8,643-39.8% | $8,276-37.1% | $6,977-25.4% |
| Admin fee / account holder | $12,010 | $18,429-34.8% | $16,712-28.1% | $19,030-36.9% |