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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 | $72,949 | $157,304-53.6% | $141,197-48.3% | $152,909-52.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 17.83% | 64.34%-46.5pp | 71.41%-53.6pp | 345.46%-327.6pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,178 | $7,111-27.2% | $6,710-22.8% | $5,851-11.5% |
| Admin fee / account holder | $14,094 | $12,126+16.2% | $10,265+37.3% | $11,601+21.5% |