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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 | $54,181 | $217,432-75.1% | $185,849-70.8% | $167,536-67.7% |
| Participation rate | 81.8% | 86.1%-4.2pp | 81.7%+0.1pp | 82.1%-0.3pp |
| Annual return | 31.55% | 148.42%-116.9pp | 122.10%-90.5pp | 478.82%-447.3pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $6,480 | $6,357+1.9% | $5,569+16.4% | $6,342+2.2% |
| Admin fee / account holder | $7,690 | $19,818-61.2% | $16,244-52.7% | $12,315-37.6% |