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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 | $36,060 | $108,897-66.9% | $100,378-64.1% | $145,877-75.3% |
| Participation rate | 76.9% | 83.0%-6.0pp | 81.5%-4.6pp | 80.3%-3.4pp |
| Annual return | 23.44% | 58.17%-34.7pp | 49.41%-26.0pp | 551.28%-527.8pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,307 | $8,455+10.1% | $8,087+15.1% | $6,691+39.1% |
| Admin fee / account holder | $5,446 | $9,690-43.8% | $7,899-31.1% | $13,402-59.4% |