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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 | $133,721 | $183,516-27.1% | $155,534-14.0% | $145,884-8.3% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 14.82% | 61.43%-46.6pp | 64.92%-50.1pp | 551.85%-537.0pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,167 | $6,467+57.2% | $5,630+80.6% | $6,690+52.0% |
| Admin fee / account holder | $10,156 | $19,293-47.4% | $15,900-36.1% | $13,392-24.2% |