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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 | $37,093 | $105,145-64.7% | $94,664-60.8% | $139,466-73.4% |
| Participation rate | 71.4% | 82.4%-10.9pp | 80.8%-9.4pp | 80.3%-8.9pp |
| Annual return | 23.64% | 38.09%-14.4pp | 156.84%-133.2pp | 373.66%-350.0pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $12,667 | $7,599+66.7% | $7,417+70.8% | $6,712+88.7% |
| Admin fee / account holder | $3,324 | $8,972-63.0% | $7,222-54.0% | $11,409-70.9% |