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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 | $60,401 | $108,922-44.5% | $100,398-39.8% | $145,978-58.6% |
| Participation rate | 89.5% | 83.0%+6.5pp | 81.5%+8.0pp | 80.3%+9.2pp |
| Annual return | 38.74% | 58.04%-19.3pp | 49.32%-10.6pp | 550.52%-511.8pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $11,650 | $8,450+37.9% | $8,084+44.1% | $6,690+74.2% |
| Admin fee / account holder | $35,655 | $9,680+268.3% | $7,893+351.7% | $13,400+166.1% |