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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 | $80,721 | $118,708-32.0% | $98,920-18.4% | $158,982-49.2% |
| Participation rate | 70.8% | 77.8%-7.0pp | 76.0%-5.2pp | 82.0%-11.1pp |
| Annual return | 16.29% | 372.49%-356.2pp | 196.47%-180.2pp | 302.99%-286.7pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,350 | $5,089-53.8% | $4,245-44.6% | $5,983-60.7% |
| Admin fee / account holder | $6,463 | $10,134-36.2% | $6,643-2.7% | $11,252-42.6% |