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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 | $109,213 | $202,345-46.0% | $172,755-36.8% | $152,885-28.6% |
| Participation rate | 72.7% | 87.1%-14.3pp | 82.6%-9.9pp | 82.5%-9.7pp |
| Annual return | 18.69% | 1029.77%-1011.1pp | 802.94%-784.3pp | 345.39%-326.7pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,365 | $5,948-9.8% | $5,198+3.2% | $5,851-8.3% |
| Admin fee / account holder | $8,941 | $17,111-47.7% | $13,955-35.9% | $11,598-22.9% |