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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 | $70,481 | $175,231-59.8% | $149,696-52.9% | $139,466-49.5% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.0pp | 80.3%-7.6pp |
| Annual return | 24.36% | 166.77%-142.4pp | 134.46%-110.1pp | 373.66%-349.3pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $7,688 | $6,521+17.9% | $5,682+35.3% | $6,712+14.5% |
| Admin fee / account holder | $1,501 | $16,155-90.7% | $13,212-88.6% | $11,409-86.8% |