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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 | $100,638 | $149,778-32.8% | $118,946-15.4% | $158,950-36.7% |
| Participation rate | 75.0% | 82.1%-7.1pp | 75.4%-0.4pp | 82.0%-7.0pp |
| Annual return | 15.63% | 19.95%-4.3pp | 35.89%-20.3pp | 302.91%-287.3pp |
| Employer contribution / active EE | $0 | $4,117-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,407 | $5,225+80.0% | $4,266+120.5% | $5,983+57.2% |
| Admin fee / account holder | $4,666 | $8,604-45.8% | $6,581-29.1% | $11,248-58.5% |