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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 | $53,762 | $157,276-65.8% | $141,177-61.9% | $152,885-64.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 21.32% | 64.33%-43.0pp | 71.40%-50.1pp | 345.39%-324.1pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,333 | $7,110-53.1% | $6,710-50.3% | $5,851-43.0% |
| Admin fee / account holder | $28,451 | $12,123+134.7% | $10,263+177.2% | $11,598+145.3% |