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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 | $108,707 | $154,193-29.5% | $130,045-16.4% | $139,466-22.1% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.5%+11.5pp | 80.3%+9.7pp |
| Annual return | 13.78% | 32.51%-18.7pp | -137.30%+151.1pp | 373.66%-359.9pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $7,493 | $6,709+11.7% | $5,820+28.7% | $6,712+11.6% |
| Admin fee / account holder | $678 | $13,989-95.2% | $10,600-93.6% | $11,409-94.1% |