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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 | $121,632 | $166,268-26.8% | $165,100-26.3% | $145,897-16.6% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.6%-8.6pp | 80.3%-10.3pp |
| Annual return | 12.82% | 100.52%-87.7pp | 70.21%-57.4pp | 552.29%-539.5pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,300 | $6,964-52.6% | $6,035-45.3% | $6,689-50.7% |
| Admin fee / account holder | $642 | $16,659-96.1% | $12,696-94.9% | $13,390-95.2% |