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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 | $166,131-56.0% | $164,975-55.7% | $145,877-49.9% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 25.00% | 100.37%-75.4pp | 70.12%-45.1pp | 551.28%-526.3pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,631 | $6,962-47.8% | $6,033-39.8% | $6,691-45.7% |
| Admin fee / account holder | $15,955 | $16,648-4.2% | $12,688+25.7% | $13,402+19.0% |