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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 | $104,714 | $209,428-50.0% | $178,498-41.3% | $158,950-34.1% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 15.63% | 188.78%-173.2pp | 151.09%-135.5pp | 302.91%-287.3pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $10,683 | $5,955+79.4% | $5,202+105.4% | $5,983+78.6% |
| Admin fee / account holder | $1,130 | $17,077-93.4% | $13,985-91.9% | $11,248-90.0% |