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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 | $70,239 | $154,193-54.4% | $130,045-46.0% | $139,466-49.6% |
| Participation rate | 70.8% | 82.0%-11.1pp | 78.5%-7.7pp | 80.3%-9.5pp |
| Annual return | 14.19% | 32.51%-18.3pp | -137.30%+151.5pp | 373.66%-359.5pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,483 | $6,709-63.0% | $5,820-57.3% | $6,712-63.0% |
| Admin fee / account holder | $24,580 | $13,989+75.7% | $10,600+131.9% | $11,409+115.5% |