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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 | $149,469 | $226,090-33.9% | $182,531-18.1% | $152,885-2.2% |
| Participation rate | 72.7% | 82.5%-9.7pp | 78.0%-5.2pp | 82.5%-9.7pp |
| Annual return | 16.08% | 192.57%-176.5pp | 148.57%-132.5pp | 345.39%-329.3pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,075-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,609 | $6,369-27.6% | $5,525-16.6% | $5,851-21.2% |
| Admin fee / account holder | $17,271 | $10,705+61.3% | $8,593+101.0% | $11,598+48.9% |