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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 | $84,671 | $154,193-45.1% | $130,045-34.9% | $139,466-39.3% |
| Participation rate | 76.5% | 82.0%-5.5pp | 78.5%-2.0pp | 80.3%-3.9pp |
| Annual return | 13.18% | 32.51%-19.3pp | -137.30%+150.5pp | 373.66%-360.5pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,579 | $6,709-16.8% | $5,820-4.1% | $6,712-16.9% |
| Admin fee / account holder | $13,158 | $13,989-5.9% | $10,600+24.1% | $11,409+15.3% |