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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 | $130,096 | $108,897+19.5% | $100,378+29.6% | $145,877-10.8% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 10.84% | 58.17%-47.3pp | 49.41%-38.6pp | 551.28%-540.4pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $17,401 | $8,455+105.8% | $8,087+115.2% | $6,691+160.1% |
| Admin fee / account holder | $608 | $9,690-93.7% | $7,899-92.3% | $13,402-95.5% |