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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 | $66,731 | $107,941-38.2% | $91,994-27.5% | $152,909-56.4% |
| Participation rate | 83.3% | 81.2%+2.1pp | 78.6%+4.7pp | 82.5%+0.9pp |
| Annual return | 24.52% | 89.28%-64.8pp | 69.04%-44.5pp | 345.46%-320.9pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $14,935 | $6,366+134.6% | $5,924+152.1% | $5,851+155.2% |
| Admin fee / account holder | $10,169 | $10,521-3.3% | $7,744+31.3% | $11,601-12.3% |