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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 | $148,582-7.2% | $135,942+1.5% | $139,456-1.1% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 22.43% | 79.26%-56.8pp | 68.28%-45.8pp | 373.45%-351.0pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,981 | $8,101-38.5% | $7,759-35.8% | $6,711-25.8% |
| Admin fee / account holder | $2,448 | $12,402-80.3% | $10,764-77.3% | $11,407-78.5% |