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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 | $60,091 | $107,666-44.2% | $102,184-41.2% | $154,746-61.2% |
| Participation rate | 77.3% | 83.7%-6.4pp | 82.6%-5.3pp | 80.7%-3.4pp |
| Annual return | 60.87% | 29.33%+31.5pp | 31.58%+29.3pp | 172.34%-111.5pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,545 | $8,719-2.0% | $8,309+2.8% | $6,730+27.0% |
| Admin fee / account holder | $2,940 | $12,943-77.3% | $11,609-74.7% | $14,365-79.5% |