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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 | $53,743 | $115,810-53.6% | $101,271-46.9% | $158,966-66.2% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.8%-5.8pp | 82.0%-12.0pp |
| Annual return | 11.30% | 56.15%-44.8pp | 46.48%-35.2pp | 302.95%-291.6pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,533 | $4,958-48.9% | $4,371-42.1% | $5,983-57.7% |
| Admin fee / account holder | $4,933 | $7,248-31.9% | $5,948-17.1% | $11,250-56.2% |