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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 | $61,236 | $138,076-55.7% | $123,553-50.4% | $135,380-54.8% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | 5.07% | 153.70%-148.6pp | 119.21%-114.1pp | 519.81%-514.7pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,763 | $6,800-59.4% | $6,426-57.0% | $5,609-50.7% |
| Admin fee / account holder | $34,541 | $10,917+216.4% | $9,284+272.0% | $10,828+219.0% |