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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 | $63,504 | $104,953-39.5% | $84,637-25.0% | $152,909-58.5% |
| Participation rate | 72.7% | 74.8%-2.1pp | 68.2%+4.5pp | 82.5%-9.7pp |
| Annual return | 16.17% | 373.94%-357.8pp | 258.82%-242.7pp | 345.46%-329.3pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,125 | $4,691-76.0% | $3,900-71.2% | $5,851-80.8% |
| Admin fee / account holder | $17,206 | $6,244+175.5% | $4,914+250.1% | $11,601+48.3% |