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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 | $120,037 | $202,342-40.7% | $172,753-30.5% | $152,909-21.5% |
| Participation rate | 81.0% | 87.1%-6.1pp | 82.6%-1.7pp | 82.5%-1.5pp |
| Annual return | 21.72% | 1029.88%-1008.2pp | 803.00%-781.3pp | 345.46%-323.7pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $11,680 | $5,948+96.4% | $5,198+124.7% | $5,851+99.6% |
| Admin fee / account holder | $4,872 | $17,112-71.5% | $13,956-65.1% | $11,601-58.0% |