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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 | $49,370 | $152,612-67.7% | $125,192-60.6% | $152,897-67.7% |
| Participation rate | 72.7% | 83.3%-10.6pp | 79.8%-7.1pp | 82.5%-9.7pp |
| Annual return | 18.98% | 54.85%-35.9pp | 43.79%-24.8pp | 345.43%-326.4pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,319 | $5,868-9.4% | $4,937+7.7% | $5,851-9.1% |
| Admin fee / account holder | $848 | $13,437-93.7% | $9,704-91.3% | $11,599-92.7% |