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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 | $55,611 | $108,911-48.9% | $100,392-44.6% | $145,884-61.9% |
| Participation rate | 81.0% | 83.0%-2.0pp | 81.5%-0.6pp | 80.3%+0.6pp |
| Annual return | 15.14% | 58.23%-43.1pp | 49.45%-34.3pp | 551.85%-536.7pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $15,715 | $8,459+85.8% | $8,090+94.3% | $6,690+134.9% |
| Admin fee / account holder | $4,568 | $9,698-52.9% | $7,904-42.2% | $13,392-65.9% |