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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 | $124,488 | $160,040-22.2% | $147,096-15.4% | $145,877-14.7% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.3pp | 80.3%-3.4pp |
| Annual return | 16.33% | 98.49%-82.2pp | 419.75%-403.4pp | 551.28%-535.0pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $17,423 | $8,429+106.7% | $8,071+115.9% | $6,691+160.4% |
| Admin fee / account holder | $4,803 | $15,050-68.1% | $13,005-63.1% | $13,402-64.2% |