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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 | $111,458 | $202,342-44.9% | $172,753-35.5% | $152,909-27.1% |
| Participation rate | 70.6% | 87.1%-16.5pp | 82.6%-12.1pp | 82.5%-11.9pp |
| Annual return | 18.40% | 1029.88%-1011.5pp | 803.00%-784.6pp | 345.46%-327.1pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,124 | $5,948-13.9% | $5,198-1.4% | $5,851-12.4% |
| Admin fee / account holder | $20,173 | $17,112+17.9% | $13,956+44.6% | $11,601+73.9% |