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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 | $62,176 | $148,623-58.2% | $135,974-54.3% | $139,466-55.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.96% | 79.30%-55.3pp | 68.30%-44.3pp | 373.66%-349.7pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $7,555 | $8,103-6.8% | $7,760-2.6% | $6,712+12.6% |
| Admin fee / account holder | $6,065 | $12,406-51.1% | $10,767-43.7% | $11,409-46.8% |