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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 | $237,894 | $148,629+60.1% | $135,982+74.9% | $139,487+70.5% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 16.06% | 79.33%-63.3pp | 68.32%-52.3pp | 373.84%-357.8pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $5,922 | $8,102-26.9% | $7,760-23.7% | $6,713-11.8% |
| Admin fee / account holder | $4,386 | $12,406-64.6% | $10,767-59.3% | $11,407-61.5% |