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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 | $133,808 | $162,821-17.8% | $133,978-0.1% | $158,982-15.8% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 13.21% | 41.95%-28.7pp | 45.10%-31.9pp | 302.99%-289.8pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $9,123 | $5,910+54.4% | $5,047+80.7% | $5,983+52.5% |
| Admin fee / account holder | $13,343 | $11,742+13.6% | $8,930+49.4% | $11,252+18.6% |