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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 | $46,778 | $148,623-68.5% | $135,974-65.6% | $139,466-66.5% |
| Participation rate | 73.7% | 83.9%-10.2pp | 81.9%-8.2pp | 80.3%-6.6pp |
| Annual return | 18.44% | 79.30%-60.9pp | 68.30%-49.9pp | 373.66%-355.2pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $22,359 | $8,103+175.9% | $7,760+188.1% | $6,712+233.1% |
| Admin fee / account holder | $18,576 | $12,406+49.7% | $10,767+72.5% | $11,409+62.8% |