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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 | $69,113 | $112,112-38.4% | $95,956-28.0% | $158,950-56.5% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | 11.69% | 171.15%-159.5pp | 91.63%-79.9pp | 302.91%-291.2pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,140 | $4,784-55.3% | $4,167-48.6% | $5,983-64.2% |
| Admin fee / account holder | $5,640 | $10,134-44.3% | $6,797-17.0% | $11,248-49.9% |