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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 | $64,100 | $160,040-59.9% | $147,096-56.4% | $145,877-56.1% |
| Participation rate | 93.8% | 84.0%+9.7pp | 82.2%+11.6pp | 80.3%+13.4pp |
| Annual return | 23.64% | 98.49%-74.9pp | 419.75%-396.1pp | 551.28%-527.6pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $18,329 | $8,429+117.5% | $8,071+127.1% | $6,691+173.9% |
| Admin fee / account holder | $10,514 | $15,050-30.1% | $13,005-19.2% | $13,402-21.5% |