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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 | $58,807 | $108,897-46.0% | $100,378-41.4% | $145,877-59.7% |
| Participation rate | 91.7% | 83.0%+8.7pp | 81.5%+10.2pp | 80.3%+11.4pp |
| Annual return | 17.04% | 58.17%-41.1pp | 49.41%-32.4pp | 551.28%-534.2pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $20,088 | $8,455+137.6% | $8,087+148.4% | $6,691+200.3% |
| Admin fee / account holder | $1,788 | $9,690-81.6% | $7,899-77.4% | $13,402-86.7% |