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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 | $48,065 | $166,089-71.1% | $164,928-70.9% | $145,978-67.1% |
| Participation rate | 95.2% | 82.0%+13.2pp | 78.6%+16.6pp | 80.3%+14.9pp |
| Annual return | 11.25% | 100.26%-89.0pp | 70.08%-58.8pp | 550.52%-539.3pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,369 | $6,961-22.9% | $6,034-11.0% | $6,690-19.7% |
| Admin fee / account holder | $1,328 | $16,641-92.0% | $12,684-89.5% | $13,400-90.1% |