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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 | $43,185 | $185,883-76.8% | $170,043-74.6% | $139,466-69.0% |
| Participation rate | 73.7% | 87.8%-14.1pp | 87.0%-13.3pp | 80.3%-6.6pp |
| Annual return | 24.84% | 60.54%-35.7pp | 53.40%-28.6pp | 373.66%-348.8pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $15,100 | $11,626+29.9% | $10,410+45.1% | $6,712+125.0% |
| Admin fee / account holder | $11,931 | $15,393-22.5% | $12,824-7.0% | $11,409+4.6% |