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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 | $50,388 | $211,288-76.2% | $178,540-71.8% | $145,884-65.5% |
| Participation rate | 77.8% | 80.8%-3.0pp | 77.1%+0.7pp | 80.3%-2.5pp |
| Annual return | 11.16% | 30.27%-19.1pp | 27.15%-16.0pp | 551.85%-540.7pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,709 | $6,967+53.7% | $6,281+70.5% | $6,690+60.1% |
| Admin fee / account holder | $36,712 | $12,105+203.3% | $10,424+252.2% | $13,392+174.1% |