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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 | $145,203 | $184,000-21.1% | $162,185-10.5% | $152,909-5.0% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.6%-5.7pp | 82.5%-0.6pp |
| Annual return | 17.38% | 150.80%-133.4pp | 115.61%-98.2pp | 345.46%-328.1pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,299 | $8,033-46.5% | $7,297-41.1% | $5,851-26.5% |
| Admin fee / account holder | $34,473 | $13,124+162.7% | $10,844+217.9% | $11,601+197.2% |