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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 | $48,473 | $125,193-61.3% | $105,591-54.1% | $145,978-66.8% |
| Participation rate | 77.8% | 77.6%+0.1pp | 75.3%+2.5pp | 80.3%-2.5pp |
| Annual return | 21.60% | 225.53%-203.9pp | 116.43%-94.8pp | 550.52%-528.9pp |
| Employer contribution / active EE | $0 | $3,718-100.0% | $3,166-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,365 | $5,708-6.0% | $5,008+7.1% | $6,690-19.8% |
| Admin fee / account holder | $618 | $17,277-96.4% | $11,024-94.4% | $13,400-95.4% |