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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 | $107,784 | $171,492-37.1% | $150,734-28.5% | $198,609-45.7% |
| Participation rate | 72.7% | 81.4%-8.7pp | 78.4%-5.7pp | 82.4%-9.7pp |
| Annual return | 15.71% | 804.70%-789.0pp | 600.81%-585.1pp | 202.70%-187.0pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $11,576 | $6,259+84.9% | $5,610+106.4% | $6,977+65.9% |
| Admin fee / account holder | $8,397 | $17,628-52.4% | $14,905-43.7% | $19,030-55.9% |