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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 | $77,065 | $159,934-51.8% | $147,005-47.6% | $145,959-47.2% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.6pp |
| Annual return | 12.21% | 98.24%-86.0pp | 418.76%-406.6pp | 561.95%-549.7pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,695 | $8,427-68.0% | $8,070-66.6% | $6,689-59.7% |
| Admin fee / account holder | $13,572 | $15,053-9.8% | $13,006+4.4% | $13,398+1.3% |