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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 | $71,011 | $226,135-68.6% | $182,558-61.1% | $152,909-53.6% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.0%+2.0pp | 82.5%-2.5pp |
| Annual return | 21.41% | 192.60%-171.2pp | 148.59%-127.2pp | 345.46%-324.1pp |
| Employer contribution / active EE | $0 | $4,979-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,250 | $6,371-33.3% | $5,526-23.1% | $5,851-27.4% |
| Admin fee / account holder | $1,564 | $10,707-85.4% | $8,594-81.8% | $11,601-86.5% |