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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 | $51,824 | $227,399-77.2% | $189,758-72.7% | $198,609-73.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 4.04% | 61.03%-57.0pp | 52.62%-48.6pp | 202.70%-198.7pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,891 | $6,837-28.5% | $5,856-16.5% | $6,977-29.9% |
| Admin fee / account holder | $1,231 | $25,162-95.1% | $20,388-94.0% | $19,030-93.5% |