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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 | $100,274 | $159,978-37.3% | $147,041-31.8% | $145,978-31.3% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 10.94% | 98.36%-87.4pp | 419.21%-408.3pp | 550.52%-539.6pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,315 | $8,429-60.7% | $8,071-58.9% | $6,690-50.4% |
| Admin fee / account holder | $8,637 | $15,053-42.6% | $13,006-33.6% | $13,400-35.6% |