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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 | $61,190 | $198,457-69.2% | $170,435-64.1% | $147,586-58.5% |
| Participation rate | 77.8% | 88.0%-10.2pp | 83.6%-5.8pp | 82.8%-5.1pp |
| Annual return | 13.51% | 257.30%-243.8pp | 205.94%-192.4pp | 578.59%-565.1pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,156 | $5,629+27.1% | $4,939+44.9% | $5,439+31.6% |
| Admin fee / account holder | $14,139 | $16,852-16.1% | $13,881+1.9% | $10,886+29.9% |