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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 | $107,212 | $160,040-33.0% | $147,096-27.1% | $145,877-26.5% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 11.12% | 98.49%-87.4pp | 419.75%-408.6pp | 551.28%-540.2pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,805 | $8,429-31.1% | $8,071-28.1% | $6,691-13.2% |
| Admin fee / account holder | $33,132 | $15,050+120.1% | $13,005+154.8% | $13,402+147.2% |