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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 | $109,181 | $175,231-37.7% | $149,696-27.1% | $139,466-21.7% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 17.86% | 166.77%-148.9pp | 134.46%-116.6pp | 373.66%-355.8pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $7,918 | $6,521+21.4% | $5,682+39.3% | $6,712+18.0% |
| Admin fee / account holder | $819 | $16,155-94.9% | $13,212-93.8% | $11,409-92.8% |