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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 | $76,912 | $100,262-23.3% | $81,370-5.5% | $145,897-47.3% |
| Participation rate | 90.0% | 74.3%+15.7pp | 69.5%+20.5pp | 80.3%+9.7pp |
| Annual return | 10.54% | 34.52%-24.0pp | 24.85%-14.3pp | 552.29%-541.7pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $14,074 | $4,612+205.1% | $3,885+262.2% | $6,689+110.4% |
| Admin fee / account holder | $38,869 | $8,163+376.2% | $5,749+576.1% | $13,390+190.3% |