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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 | $64,480 | $157,304-59.0% | $141,197-54.3% | $152,909-57.8% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 23.68% | 64.34%-40.7pp | 71.41%-47.7pp | 345.46%-321.8pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,869 | $7,111+10.7% | $6,710+17.3% | $5,851+34.5% |
| Admin fee / account holder | $1,686 | $12,126-86.1% | $10,265-83.6% | $11,601-85.5% |