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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 | $79,679 | $137,414-42.0% | $189,520-58.0% | $85,856-7.2% |
| Participation rate | 82.6% | 84.6%-2.0pp | 87.8%-5.2pp | 69.3%+13.3pp |
| Annual return | 22.39% | 38.14%-15.8pp | 555.25%-532.9pp | 318.58%-296.2pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,161-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $13,705 | $6,260+118.9% | $8,220+66.7% | $3,952+246.8% |
| Admin fee / account holder | $3,229 | $8,630-62.6% | $12,046-73.2% | $6,261-48.4% |