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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 | $51,757 | $72,465-28.6% | $67,575-23.4% | $145,884-64.5% |
| Participation rate | 72.2% | 76.9%-4.7pp | 72.9%-0.7pp | 80.3%-8.1pp |
| Annual return | 11.36% | 7222.56%-7211.2pp | 3528.98%-3517.6pp | 551.85%-540.5pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,483 | $4,786-6.3% | $4,003+12.0% | $6,690-33.0% |
| Admin fee / account holder | $8,005 | $5,515+45.1% | $3,993+100.5% | $13,392-40.2% |