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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 | $23,346 | $157,296-85.2% | $141,191-83.5% | $152,897-84.7% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.5%+8.5pp |
| Annual return | 25.07% | 64.34%-39.3pp | 71.41%-46.3pp | 345.43%-320.4pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $9,650 | $7,111+35.7% | $6,710+43.8% | $5,851+64.9% |
| Admin fee / account holder | $2,507 | $12,125-79.3% | $10,264-75.6% | $11,599-78.4% |