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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 | $114,908 | $211,239-45.6% | $178,528-35.6% | $145,877-21.2% |
| Participation rate | 93.8% | 80.8%+13.0pp | 77.1%+16.6pp | 80.3%+13.4pp |
| Annual return | 24.46% | 30.22%-5.8pp | 27.11%-2.7pp | 551.28%-526.8pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,784 | $6,963+40.5% | $6,278+55.8% | $6,691+46.2% |
| Admin fee / account holder | $3,848 | $12,095-68.2% | $10,419-63.1% | $13,402-71.3% |