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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 | $226,046-68.6% | $182,508-61.1% | $152,870-53.5% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.0%+2.0pp | 82.4%-2.4pp |
| Annual return | 21.41% | 192.52%-171.1pp | 148.54%-127.1pp | 345.34%-323.9pp |
| Employer contribution / active EE | $0 | $4,977-100.0% | $4,075-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,250 | $6,368-33.3% | $5,525-23.1% | $5,850-27.4% |
| Admin fee / account holder | $1,564 | $10,704-85.4% | $8,592-81.8% | $11,597-86.5% |