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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 | $37,237 | $183,592-79.7% | $155,574-76.1% | $145,877-74.5% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 136.42% | 61.37%+75.0pp | 64.87%+71.5pp | 551.28%-414.9pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,530 | $6,466-14.5% | $5,629-1.8% | $6,691-17.3% |
| Admin fee / account holder | $8,233 | $19,316-57.4% | $15,914-48.3% | $13,402-38.6% |