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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 | $95,901 | $88,815+8.0% | $81,882+17.1% | $145,897-34.3% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 19.80% | 1033.75%-1013.9pp | 779.47%-759.7pp | 552.29%-532.5pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,631 | $4,647+150.3% | $4,323+169.0% | $6,689+73.9% |
| Admin fee / account holder | $19,530 | $8,434+131.6% | $7,360+165.4% | $13,390+45.9% |