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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 | $107,895 | $176,105-38.7% | $159,474-32.3% | $167,536-35.6% |
| Participation rate | 70.6% | 85.0%-14.4pp | 82.8%-12.2pp | 82.1%-11.5pp |
| Annual return | 14.77% | 331.91%-317.1pp | 263.68%-248.9pp | 478.82%-464.0pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $7,718 | $7,751-0.4% | $7,353+5.0% | $6,342+21.7% |
| Admin fee / account holder | $4,578 | $12,559-63.6% | $10,802-57.6% | $12,315-62.8% |