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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 | $107,722 | $166,242-35.2% | $165,071-34.7% | $145,884-26.2% |
| Participation rate | 81.3% | 82.0%-0.8pp | 78.6%+2.6pp | 80.3%+0.9pp |
| Annual return | 11.40% | 100.44%-89.0pp | 70.17%-58.8pp | 551.85%-540.5pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,766 | $6,964+40.2% | $6,035+61.8% | $6,690+46.0% |
| Admin fee / account holder | $22,902 | $16,658+37.5% | $12,695+80.4% | $13,392+71.0% |