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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 | $76,497 | $107,941-29.1% | $91,994-16.8% | $152,897-50.0% |
| Participation rate | 82.4% | 81.2%+1.2pp | 78.6%+3.7pp | 82.5%-0.1pp |
| Annual return | 32.50% | 89.28%-56.8pp | 69.04%-36.5pp | 345.43%-312.9pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,707 | $6,366-26.1% | $5,924-20.5% | $5,851-19.6% |
| Admin fee / account holder | $1,912 | $10,521-81.8% | $7,744-75.3% | $11,599-83.5% |