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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 | $70,221 | $108,882-35.5% | $96,754-27.4% | $154,746-54.6% |
| Participation rate | 90.0% | 75.1%+14.9pp | 70.3%+19.7pp | 80.7%+9.3pp |
| Annual return | 23.41% | 98.39%-75.0pp | 82.04%-58.6pp | 172.34%-148.9pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $24,902 | $5,323+367.8% | $4,758+423.4% | $6,730+270.0% |
| Admin fee / account holder | $13,985 | $10,200+37.1% | $8,905+57.1% | $14,365-2.6% |