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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 | $160,028-51.8% | $147,080-47.6% | $145,884-47.2% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 12.21% | 98.60%-86.4pp | 420.17%-408.0pp | 551.85%-539.6pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,695 | $8,422-68.0% | $8,066-66.6% | $6,690-59.7% |
| Admin fee / account holder | $13,572 | $15,030-9.7% | $12,989+4.5% | $13,392+1.3% |