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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 | $169,627 | $176,077-3.7% | $159,455+6.4% | $167,518+1.3% |
| Participation rate | 70.0% | 84.9%-14.9pp | 82.8%-12.8pp | 82.1%-12.1pp |
| Annual return | 11.73% | 331.83%-320.1pp | 263.63%-251.9pp | 478.71%-467.0pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,791 | $7,751-64.0% | $7,353-62.0% | $6,342-56.0% |
| Admin fee / account holder | $5,283 | $12,556-57.9% | $10,800-51.1% | $12,312-57.1% |