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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 | $73,017 | $166,268-56.1% | $165,100-55.8% | $145,897-50.0% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 25.00% | 100.52%-75.5pp | 70.21%-45.2pp | 552.29%-527.3pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,631 | $6,964-47.9% | $6,035-39.8% | $6,689-45.7% |
| Admin fee / account holder | $15,955 | $16,659-4.2% | $12,696+25.7% | $13,390+19.2% |