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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 | $69,963 | $124,346-43.7% | $111,308-37.1% | $167,536-58.2% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 12.52% | 37.45%-24.9pp | 54.67%-42.1pp | 478.82%-466.3pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $16,840 | $5,182+225.0% | $4,487+275.3% | $6,342+165.5% |
| Admin fee / account holder | $10,193 | $10,621-4.0% | $7,965+28.0% | $12,315-17.2% |