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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 | $95,090 | $108,897-12.7% | $100,378-5.3% | $145,877-34.8% |
| Participation rate | 80.0% | 83.0%-3.0pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 13.40% | 58.17%-44.8pp | 49.41%-36.0pp | 551.28%-537.9pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,313 | $8,455-25.3% | $8,087-21.9% | $6,691-5.6% |
| Admin fee / account holder | $5,287 | $9,690-45.4% | $7,899-33.1% | $13,402-60.6% |