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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 | $51,076 | $198,461-74.3% | $170,436-70.0% | $147,585-65.4% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 10.02% | 257.30%-247.3pp | 205.94%-195.9pp | 578.57%-568.5pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,738 | $5,629-33.6% | $4,939-24.3% | $5,439-31.3% |
| Admin fee / account holder | $789 | $16,852-95.3% | $13,880-94.3% | $10,885-92.8% |