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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 | $87,431 | $165,399-47.1% | $149,745-41.6% | $158,982-45.0% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 20.43% | 348.34%-327.9pp | 276.72%-256.3pp | 302.99%-282.6pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,628 | $7,183-21.6% | $6,843-17.8% | $5,983-5.9% |
| Admin fee / account holder | $17,478 | $10,811+61.7% | $9,312+87.7% | $11,252+55.3% |