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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 | $63,220 | $157,270-59.8% | $141,173-55.2% | $152,870-58.6% |
| Participation rate | 76.9% | 84.8%-7.9pp | 82.5%-5.5pp | 82.4%-5.5pp |
| Annual return | 16.25% | 64.33%-48.1pp | 71.40%-55.1pp | 345.34%-329.1pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $17,490 | $7,110+146.0% | $6,710+160.7% | $5,850+198.9% |
| Admin fee / account holder | $18,800 | $12,121+55.1% | $10,262+83.2% | $11,597+62.1% |