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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 | $72,519 | $102,595-29.3% | $94,057-22.9% | $154,746-53.1% |
| Participation rate | 73.3% | 76.0%-2.7pp | 73.3%0pp | 80.7%-7.4pp |
| Annual return | 12.81% | 583.42%-570.6pp | 480.62%-467.8pp | 172.34%-159.5pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,972 | $5,118-22.4% | $4,709-15.7% | $6,730-41.0% |
| Admin fee / account holder | $6,473 | $7,736-16.3% | $7,244-10.7% | $14,365-54.9% |