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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 | $93,985 | $152,592-38.4% | $125,180-24.9% | $152,885-38.5% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.5%+0.9pp |
| Annual return | 15.88% | 54.84%-39.0pp | 43.79%-27.9pp | 345.39%-329.5pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,485 | $5,868-23.6% | $4,937-9.2% | $5,851-23.4% |
| Admin fee / account holder | $3,905 | $13,435-70.9% | $9,703-59.8% | $11,598-66.3% |