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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 | $110,337-54.1% | $102,383-50.5% | $145,877-65.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 29.31% | 24.83%+4.5pp | 24.94%+4.4pp | 551.28%-522.0pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,815 | $5,621-32.1% | $5,060-24.6% | $6,691-43.0% |
| Admin fee / account holder | $17,281 | $9,750+77.2% | $8,391+105.9% | $13,402+28.9% |