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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 | $132,565 | $232,540-43.0% | $185,117-28.4% | $147,586-10.2% |
| Participation rate | 71.4% | 82.4%-10.9pp | 77.3%-5.8pp | 82.8%-11.4pp |
| Annual return | 16.90% | 43.03%-26.1pp | 40.50%-23.6pp | 578.59%-561.7pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,064 | $5,834+38.2% | $5,045+59.8% | $5,439+48.3% |
| Admin fee / account holder | $20,948 | $10,275+103.9% | $8,159+156.7% | $10,886+92.4% |