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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 | $86,554 | $183,516-52.8% | $155,534-44.4% | $145,884-40.7% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 0.00% | 61.43%-61.4pp | 64.92%-64.9pp | 551.85%-551.8pp |
| Employer contribution / active EE | $561 | $5,315-89.4% | $4,675-88.0% | $4,662-88.0% |
| Participant deferral / active EE | $1,993 | $6,467-69.2% | $5,630-64.6% | $6,690-70.2% |
| Admin fee / account holder | $316 | $19,293-98.4% | $15,900-98.0% | $13,392-97.6% |