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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 | $165,361-37.8% | $149,715-31.4% | $158,950-35.3% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 26.96% | 348.24%-321.3pp | 276.66%-249.7pp | 302.91%-275.9pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,148 | $7,182-0.5% | $6,842+4.5% | $5,983+19.5% |
| Admin fee / account holder | $20,632 | $10,808+90.9% | $9,310+121.6% | $11,248+83.4% |