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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 | $179,649 | $226,135-20.6% | $182,558-1.6% | $152,909+17.5% |
| Participation rate | 88.2% | 82.5%+5.8pp | 78.0%+10.3pp | 82.5%+5.8pp |
| Annual return | 25.84% | 192.60%-166.8pp | 148.59%-122.7pp | 345.46%-319.6pp |
| Employer contribution / active EE | $0 | $4,979-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,795 | $6,371-24.7% | $5,526-13.2% | $5,851-18.1% |
| Admin fee / account holder | $2,107 | $10,707-80.3% | $8,594-75.5% | $11,601-81.8% |