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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 | $60,262 | $157,296-61.7% | $141,191-57.3% | $152,897-60.6% |
| Participation rate | 76.9% | 84.8%-7.9pp | 82.5%-5.6pp | 82.5%-5.5pp |
| Annual return | 21.41% | 64.34%-42.9pp | 71.41%-50.0pp | 345.43%-324.0pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,214 | $7,111+15.5% | $6,710+22.4% | $5,851+40.4% |
| Admin fee / account holder | $45,101 | $12,125+272.0% | $10,264+339.4% | $11,599+288.8% |