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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 | $108,036 | $176,105-38.7% | $159,474-32.3% | $167,536-35.5% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 11.92% | 331.91%-320.0pp | 263.68%-251.8pp | 478.82%-466.9pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $8,134 | $7,751+4.9% | $7,353+10.6% | $6,342+28.3% |
| Admin fee / account holder | $6,380 | $12,559-49.2% | $10,802-40.9% | $12,315-48.2% |