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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 | $48,646 | $157,276-69.1% | $141,177-65.5% | $152,885-68.2% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 19.19% | 64.33%-45.1pp | 71.40%-52.2pp | 345.39%-326.2pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $10,231 | $7,110+43.9% | $6,710+52.5% | $5,851+74.9% |
| Admin fee / account holder | $357 | $12,123-97.1% | $10,263-96.5% | $11,598-96.9% |