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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 | $144,249 | $196,972-26.8% | $182,262-20.9% | $198,609-27.4% |
| Participation rate | 78.6% | 85.7%-7.1pp | 84.2%-5.6pp | 82.4%-3.8pp |
| Annual return | 19.81% | 158.27%-138.5pp | 140.60%-120.8pp | 202.70%-182.9pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $15,355 | $8,643+77.7% | $8,276+85.5% | $6,977+120.1% |
| Admin fee / account holder | $365 | $18,429-98.0% | $16,712-97.8% | $19,030-98.1% |