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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 | $157,966 | $209,422-24.6% | $178,503-11.5% | $158,982-0.6% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 10.71% | 188.81%-178.1pp | 151.12%-140.4pp | 302.99%-292.3pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,509 | $5,955-41.1% | $5,202-32.6% | $5,983-41.4% |
| Admin fee / account holder | $14,206 | $17,079-16.8% | $13,987+1.6% | $11,252+26.3% |