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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 | $127,657 | $159,934-20.2% | $147,005-13.2% | $145,959-12.5% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 12.90% | 98.24%-85.3pp | 418.76%-405.9pp | 561.95%-549.1pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,541 | $8,427-58.0% | $8,070-56.1% | $6,689-47.1% |
| Admin fee / account holder | $32,839 | $15,053+118.2% | $13,006+152.5% | $13,398+145.1% |