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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 | $98,267 | $114,199-14.0% | $119,237-17.6% | $167,553-41.4% |
| Participation rate | 88.9% | 83.7%+5.2pp | 82.7%+6.2pp | 82.1%+6.8pp |
| Annual return | 17.00% | 29.88%-12.9pp | 30.70%-13.7pp | 478.89%-461.9pp |
| Employer contribution / active EE | $0 | $4,480-100.0% | $4,383-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $6,787 | $6,086+11.5% | $6,112+11.0% | $6,343+7.0% |
| Admin fee / account holder | $1,884 | $8,939-78.9% | $7,229-73.9% | $12,316-84.7% |