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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 | $146,518 | $209,422-30.0% | $178,503-17.9% | $158,982-7.8% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 18.86% | 188.81%-169.9pp | 151.12%-132.3pp | 302.99%-284.1pp |
| Employer contribution / active EE | -$7 | $5,707-100.1% | $5,011-100.1% | $4,763-100.1% |
| Participant deferral / active EE | $7,053 | $5,955+18.4% | $5,202+35.6% | $5,983+17.9% |
| Admin fee / account holder | $1,249 | $17,079-92.7% | $13,987-91.1% | $11,252-88.9% |