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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 | $60,577 | $168,626-64.1% | $133,698-54.7% | $145,897-58.5% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.4%-1.4pp | 80.3%-5.3pp |
| Annual return | 9.39% | 1168.99%-1159.6pp | 580.90%-571.5pp | 552.29%-542.9pp |
| Employer contribution / active EE | $0 | $5,290-100.0% | $4,218-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,328 | $8,688+30.4% | $7,016+61.5% | $6,689+69.3% |
| Admin fee / account holder | $4,919 | $9,638-49.0% | $6,703-26.6% | $13,390-63.3% |