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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 | $70,981 | $152,612-53.5% | $125,192-43.3% | $152,897-53.6% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.5%-7.5pp |
| Annual return | 19.55% | 54.85%-35.3pp | 43.79%-24.2pp | 345.43%-325.9pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,974 | $5,868-15.2% | $4,937+0.7% | $5,851-15.0% |
| Admin fee / account holder | $4,905 | $13,437-63.5% | $9,704-49.5% | $11,599-57.7% |