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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 | $60,246 | $76,368-21.1% | $67,681-11.0% | $154,746-61.1% |
| Participation rate | 70.0% | 79.0%-9.0pp | 73.7%-3.7pp | 80.7%-10.7pp |
| Annual return | 17.10% | 1066.77%-1049.7pp | 590.58%-573.5pp | 172.34%-155.2pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,285 | $4,824-11.2% | $3,976+7.8% | $6,730-36.3% |
| Admin fee / account holder | $2,817 | $8,559-67.1% | $6,100-53.8% | $14,365-80.4% |