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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 | $166,131-26.8% | $164,975-26.3% | $145,877-16.6% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.6%-8.6pp | 80.3%-10.3pp |
| Annual return | 12.82% | 100.37%-87.5pp | 70.12%-57.3pp | 551.28%-538.5pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,300 | $6,962-52.6% | $6,033-45.3% | $6,691-50.7% |
| Admin fee / account holder | $642 | $16,648-96.1% | $12,688-94.9% | $13,402-95.2% |