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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 | $133,912 | $176,105-24.0% | $159,474-16.0% | $167,536-20.1% |
| Participation rate | 92.9% | 85.0%+7.9pp | 82.8%+10.0pp | 82.1%+10.7pp |
| Annual return | 15.02% | 331.91%-316.9pp | 263.68%-248.7pp | 478.82%-463.8pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $8,430 | $7,751+8.8% | $7,353+14.6% | $6,342+32.9% |
| Admin fee / account holder | $49,987 | $12,559+298.0% | $10,802+362.7% | $12,315+305.9% |