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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 | $54,525 | $103,008-47.1% | $90,304-39.6% | $152,897-64.3% |
| Participation rate | 70.0% | 75.9%-5.9pp | 73.3%-3.3pp | 82.5%-12.5pp |
| Annual return | 23.05% | 95.22%-72.2pp | 78.13%-55.1pp | 345.43%-322.4pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,193 | $4,281-25.4% | $3,885-17.8% | $5,851-45.4% |
| Admin fee / account holder | $3,393 | $6,175-45.1% | $5,354-36.6% | $11,599-70.7% |