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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 | $62,679 | $152,619-58.9% | $125,195-49.9% | $152,909-59.0% |
| Participation rate | 86.4% | 83.3%+3.0pp | 79.8%+6.6pp | 82.5%+3.9pp |
| Annual return | 21.85% | 54.85%-33.0pp | 43.79%-21.9pp | 345.46%-323.6pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,525 | $5,869+11.2% | $4,937+32.2% | $5,851+11.5% |
| Admin fee / account holder | $5,301 | $13,437-60.5% | $9,704-45.4% | $11,601-54.3% |