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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 | $101,905 | $124,346-18.0% | $111,306-8.4% | $167,553-39.2% |
| Participation rate | 76.2% | 79.6%-3.4pp | 77.3%-1.1pp | 82.1%-5.9pp |
| Annual return | 17.58% | 37.46%-19.9pp | 54.67%-37.1pp | 478.89%-461.3pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,732-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,218 | $5,182-57.2% | $4,488-50.6% | $6,343-65.0% |
| Admin fee / account holder | $801 | $10,623-92.5% | $7,966-89.9% | $12,316-93.5% |