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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 | $91,493 | $180,749-49.4% | $160,784-43.1% | $137,256-33.3% |
| Participation rate | 77.3% | 80.0%-2.7pp | 77.0%+0.3pp | 80.0%-2.7pp |
| Annual return | 13.06% | 2234.46%-2221.4pp | 1803.92%-1790.9pp | 220.34%-207.3pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,694 | $6,844-31.4% | $6,293-25.4% | $6,407-26.7% |
| Admin fee / account holder | $7,641 | $10,397-26.5% | $9,717-21.4% | $12,270-37.7% |