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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 | $67,142 | $149,741-55.2% | $118,914-43.5% | $158,982-57.8% |
| Participation rate | 70.0% | 82.1%-12.1pp | 75.4%-5.4pp | 82.0%-12.0pp |
| Annual return | 15.53% | 19.94%-4.4pp | 35.89%-20.4pp | 302.99%-287.5pp |
| Employer contribution / active EE | $0 | $4,119-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,671 | $5,226+27.7% | $4,266+56.4% | $5,983+11.5% |
| Admin fee / account holder | $677 | $8,607-92.1% | $6,582-89.7% | $11,252-94.0% |