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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 | $137,954 | $148,629-7.2% | $135,982+1.4% | $139,487-1.1% |
| Participation rate | 85.7% | 83.9%+1.8pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 22.43% | 79.33%-56.9pp | 68.32%-45.9pp | 373.84%-351.4pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,981 | $8,102-38.5% | $7,760-35.8% | $6,713-25.8% |
| Admin fee / account holder | $2,448 | $12,406-80.3% | $10,767-77.3% | $11,407-78.5% |