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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 | $83,515 | $157,304-46.9% | $141,197-40.9% | $152,909-45.4% |
| Participation rate | 78.3% | 84.8%-6.6pp | 82.5%-4.2pp | 82.5%-4.2pp |
| Annual return | 16.99% | 64.34%-47.3pp | 71.41%-54.4pp | 345.46%-328.5pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,098 | $7,111-14.2% | $6,710-9.1% | $5,851+4.2% |
| Admin fee / account holder | $22,024 | $12,126+81.6% | $10,265+114.6% | $11,601+89.9% |