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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 | $111,814-54.7% | $103,374-51.0% | $145,959-65.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 29.31% | 24.77%+4.5pp | 24.89%+4.4pp | 561.95%-532.6pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,815 | $5,618-32.1% | $5,058-24.6% | $6,689-43.0% |
| Admin fee / account holder | $17,281 | $9,754+77.2% | $8,394+105.9% | $13,398+29.0% |