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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 | $71,845 | $180,455-60.2% | $154,111-53.4% | $135,377-46.9% |
| Participation rate | 72.7% | 87.4%-14.7pp | 83.0%-10.3pp | 82.6%-9.9pp |
| Annual return | 1.09% | 888.14%-887.0pp | 735.15%-734.1pp | 519.75%-518.7pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,453 | $5,806+11.1% | $5,081+27.0% | $5,609+15.1% |
| Admin fee / account holder | $2,423 | $16,144-85.0% | $13,411-81.9% | $10,828-77.6% |