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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 | $50,647 | $110,410-54.1% | $102,437-50.6% | $145,897-65.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 29.31% | 24.85%+4.5pp | 24.95%+4.4pp | 552.29%-523.0pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,815 | $5,622-32.1% | $5,060-24.6% | $6,689-43.0% |
| Admin fee / account holder | $17,281 | $9,745+77.3% | $8,388+106.0% | $13,390+29.1% |