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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 | $103,000-47.1% | $90,300-39.6% | $152,885-64.3% |
| Participation rate | 70.0% | 75.9%-5.9pp | 73.3%-3.3pp | 82.5%-12.5pp |
| Annual return | 23.05% | 95.19%-72.1pp | 78.11%-55.1pp | 345.39%-322.3pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,193 | $4,281-25.4% | $3,884-17.8% | $5,851-45.4% |
| Admin fee / account holder | $3,393 | $6,173-45.0% | $5,353-36.6% | $11,598-70.7% |