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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 | $85,526 | $165,939-48.5% | $122,354-30.1% | $147,586-42.1% |
| Participation rate | 71.4% | 79.6%-8.1pp | 71.6%-0.2pp | 82.8%-11.4pp |
| Annual return | 12.74% | 34.56%-21.8pp | 30.28%-17.5pp | 578.59%-565.9pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,594 | $4,005-10.3% | $3,287+9.3% | $5,439-33.9% |
| Admin fee / account holder | $24,940 | $7,425+235.9% | $5,479+355.2% | $10,886+129.1% |