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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 | $63,797 | $175,231-63.6% | $149,696-57.4% | $139,466-54.3% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 14.92% | 166.77%-151.9pp | 134.46%-119.5pp | 373.66%-358.7pp |
| Employer contribution / active EE | $4 | $5,478-99.9% | $4,821-99.9% | $4,754-99.9% |
| Participant deferral / active EE | $3,364 | $6,521-48.4% | $5,682-40.8% | $6,712-49.9% |
| Admin fee / account holder | $10,163 | $16,155-37.1% | $13,212-23.1% | $11,409-10.9% |