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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 | $22,246 | $160,070-86.1% | $147,117-84.9% | $145,897-84.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 15.93% | 98.69%-82.8pp | 420.54%-404.6pp | 552.29%-536.4pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,571 | $8,419-33.8% | $8,065-30.9% | $6,689-16.7% |
| Admin fee / account holder | $20,051 | $15,035+33.4% | $12,993+54.3% | $13,390+49.7% |