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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 | $59,640 | $225,673-73.6% | $203,872-70.7% | $155,188-61.6% |
| Participation rate | 87.5% | 80.3%+7.2pp | 77.8%+9.7pp | 80.8%+6.7pp |
| Annual return | 13.50% | 95.91%-82.4pp | 85.11%-71.6pp | 148.84%-135.3pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $12,481 | $6,893+81.1% | $6,388+95.4% | $6,531+91.1% |
| Admin fee / account holder | $2,302 | $12,327-81.3% | $11,730-80.4% | $14,480-84.1% |