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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 | $116,838 | $90,530+29.1% | $76,030+53.7% | $145,897-19.9% |
| Participation rate | 72.7% | 74.4%-1.7pp | 69.1%+3.7pp | 80.3%-7.6pp |
| Annual return | 17.70% | 625.08%-607.4pp | 361.54%-343.8pp | 552.29%-534.6pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,002 | $5,164-41.9% | $4,257-29.5% | $6,689-55.1% |
| Admin fee / account holder | $1,331 | $8,383-84.1% | $6,421-79.3% | $13,390-90.1% |