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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 | $42,776 | $148,629-71.2% | $135,982-68.5% | $139,487-69.3% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 19.50% | 79.33%-59.8pp | 68.32%-48.8pp | 373.84%-354.3pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,279 | $8,102-59.5% | $7,760-57.7% | $6,713-51.1% |
| Admin fee / account holder | $9,838 | $12,406-20.7% | $10,767-8.6% | $11,407-13.8% |