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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 | $85,693 | $175,259-51.1% | $149,723-42.8% | $139,487-38.6% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.1pp | 80.3%-7.6pp |
| Annual return | 15.86% | 166.82%-151.0pp | 134.50%-118.6pp | 373.84%-358.0pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $9,061 | $6,522+38.9% | $5,682+59.5% | $6,713+35.0% |
| Admin fee / account holder | $2,869 | $16,158-82.2% | $13,215-78.3% | $11,407-74.8% |