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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 | $68,097-11.5% | $62,929-4.3% | $137,256-56.1% |
| Participation rate | 70.0% | 77.4%-7.4pp | 73.1%-3.1pp | 80.0%-10.0pp |
| Annual return | 17.10% | 1859.11%-1842.0pp | 1063.93%-1046.8pp | 220.34%-203.2pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,285 | $4,553-5.9% | $3,888+10.2% | $6,407-33.1% |
| Admin fee / account holder | $2,817 | $6,521-56.8% | $5,065-44.4% | $12,270-77.0% |