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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 | $58,662 | $183,627-68.1% | $155,602-62.3% | $145,978-59.8% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 13.40% | 61.32%-47.9pp | 64.81%-51.4pp | 550.52%-537.1pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,613 | $6,466+17.7% | $5,629+35.3% | $6,690+13.8% |
| Admin fee / account holder | $4,445 | $19,327-77.0% | $15,923-72.1% | $13,400-66.8% |