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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 | $71,211 | $185,856-61.7% | $170,028-58.1% | $139,456-48.9% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 18.02% | 60.52%-42.5pp | 53.39%-35.4pp | 373.45%-355.4pp |
| Employer contribution / active EE | $0 | $7,593-100.0% | $6,788-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $10,646 | $11,623-8.4% | $10,409+2.3% | $6,711+58.6% |
| Admin fee / account holder | $6,182 | $15,387-59.8% | $12,820-51.8% | $11,407-45.8% |