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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 | $83,420 | $185,856-55.1% | $170,028-50.9% | $139,456-40.2% |
| Participation rate | 86.7% | 87.8%-1.1pp | 87.0%-0.3pp | 80.3%+6.3pp |
| Annual return | 141.33% | 60.52%+80.8pp | 53.39%+87.9pp | 373.45%-232.1pp |
| Employer contribution / active EE | $0 | $7,593-100.0% | $6,788-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $5,135 | $11,623-55.8% | $10,409-50.7% | $6,711-23.5% |
| Admin fee / account holder | $11,127 | $15,387-27.7% | $12,820-13.2% | $11,407-2.5% |