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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 | $69,919 | $157,304-55.6% | $141,197-50.5% | $152,909-54.3% |
| Participation rate | 82.4% | 84.8%-2.5pp | 82.5%-0.1pp | 82.5%-0.1pp |
| Annual return | 20.71% | 64.34%-43.6pp | 71.41%-50.7pp | 345.46%-324.8pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,457 | $7,111-23.3% | $6,710-18.7% | $5,851-6.7% |
| Admin fee / account holder | $5,229 | $12,126-56.9% | $10,265-49.1% | $11,601-54.9% |