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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 | $79,887 | $217,432-63.3% | $185,851-57.0% | $167,553-52.3% |
| Participation rate | 85.7% | 86.1%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 13.02% | 148.43%-135.4pp | 122.11%-109.1pp | 478.89%-465.9pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,704 | $6,357-41.7% | $5,569-33.5% | $6,343-41.6% |
| Admin fee / account holder | $470 | $19,820-97.6% | $16,245-97.1% | $12,316-96.2% |