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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 | $57,256 | $175,259-67.3% | $149,723-61.8% | $139,487-59.0% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 19.66% | 166.82%-147.2pp | 134.50%-114.8pp | 373.84%-354.2pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,568 | $6,522-30.0% | $5,682-19.6% | $6,713-31.9% |
| Admin fee / account holder | $1,099 | $16,158-93.2% | $13,215-91.7% | $11,407-90.4% |