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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 | $70,146 | $124,346-43.6% | $111,306-37.0% | $167,553-58.1% |
| Participation rate | 85.0% | 79.6%+5.4pp | 77.3%+7.7pp | 82.1%+2.9pp |
| Annual return | 13.21% | 37.46%-24.2pp | 54.67%-41.5pp | 478.89%-465.7pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,732-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,867 | $5,182-25.4% | $4,488-13.8% | $6,343-39.0% |
| Admin fee / account holder | $2,221 | $10,623-79.1% | $7,966-72.1% | $12,316-82.0% |