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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 | $44,939 | $196,972-77.2% | $182,262-75.3% | $198,609-77.4% |
| Participation rate | 75.0% | 85.7%-10.7pp | 84.2%-9.2pp | 82.4%-7.4pp |
| Annual return | 10.68% | 158.27%-147.6pp | 140.60%-129.9pp | 202.70%-192.0pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $12,527 | $8,643+44.9% | $8,276+51.4% | $6,977+79.5% |
| Admin fee / account holder | $5,260 | $18,429-71.5% | $16,712-68.5% | $19,030-72.4% |