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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 | $55,383 | $160,028-65.4% | $147,080-62.3% | $145,884-62.0% |
| Participation rate | 77.3% | 84.0%-6.7pp | 82.2%-4.9pp | 80.3%-3.0pp |
| Annual return | 16.70% | 98.60%-81.9pp | 420.17%-403.5pp | 551.85%-535.2pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,215 | $8,422-2.5% | $8,066+1.8% | $6,690+22.8% |
| Admin fee / account holder | $4,386 | $15,030-70.8% | $12,989-66.2% | $13,392-67.2% |