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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 | $42,523 | $108,897-61.0% | $100,378-57.6% | $145,877-70.9% |
| Participation rate | 78.9% | 83.0%-4.0pp | 81.5%-2.6pp | 80.3%-1.4pp |
| Annual return | 28.52% | 58.17%-29.6pp | 49.41%-20.9pp | 551.28%-522.8pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $15,935 | $8,455+88.5% | $8,087+97.0% | $6,691+138.2% |
| Admin fee / account holder | $17,651 | $9,690+82.2% | $7,899+123.5% | $13,402+31.7% |