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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 | $46,112 | $172,111-73.2% | $150,298-69.3% | $137,256-66.4% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 111.45% | 69.37%+42.1pp | 62.79%+48.7pp | 220.34%-108.9pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,601 | $6,166-25.4% | $5,453-15.6% | $6,407-28.2% |
| Admin fee / account holder | $1,531 | $16,471-90.7% | $14,116-89.2% | $12,270-87.5% |