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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 | $157,631 | $180,459-12.7% | $154,108+2.3% | $135,380+16.4% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | 1.24% | 888.21%-887.0pp | 735.21%-734.0pp | 519.81%-518.6pp |
| Employer contribution / active EE | $463 | $6,035-92.3% | $5,298-91.3% | $4,779-90.3% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $16,284 | $16,145+0.9% | $13,411+21.4% | $10,828+50.4% |