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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 | $168,866 | $176,120-4.1% | $159,487+5.9% | $167,553+0.8% |
| Participation rate | 85.7% | 85.0%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 11.33% | 331.95%-320.6pp | 263.71%-252.4pp | 478.89%-467.6pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $10,000 | $7,752+29.0% | $7,354+36.0% | $6,343+57.7% |
| Admin fee / account holder | $943 | $12,561-92.5% | $10,804-91.3% | $12,316-92.3% |