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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 | $46,441 | $148,623-68.8% | $135,974-65.8% | $139,466-66.7% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 15.40% | 79.30%-63.9pp | 68.30%-52.9pp | 373.66%-358.3pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,180 | $8,103-23.7% | $7,760-20.4% | $6,712-7.9% |
| Admin fee / account holder | $7,620 | $12,406-38.6% | $10,767-29.2% | $11,409-33.2% |