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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 | $138,241 | $157,296-12.1% | $141,191-2.1% | $152,897-9.6% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 19.24% | 64.34%-45.1pp | 71.41%-52.2pp | 345.43%-326.2pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,760 | $7,111-33.1% | $6,710-29.1% | $5,851-18.7% |
| Admin fee / account holder | $2,419 | $12,125-80.0% | $10,264-76.4% | $11,599-79.1% |