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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 | $102,775 | $165,399-37.9% | $149,745-31.4% | $158,982-35.4% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.1pp | 82.0%-10.5pp |
| Annual return | 26.96% | 348.34%-321.4pp | 276.72%-249.8pp | 302.99%-276.0pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,148 | $7,183-0.5% | $6,843+4.4% | $5,983+19.5% |
| Admin fee / account holder | $20,632 | $10,811+90.8% | $9,312+121.6% | $11,252+83.4% |