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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 | $81,083 | $148,623-45.4% | $135,974-40.4% | $139,466-41.9% |
| Participation rate | 78.3% | 83.9%-5.6pp | 81.9%-3.7pp | 80.3%-2.1pp |
| Annual return | 16.87% | 79.30%-62.4pp | 68.30%-51.4pp | 373.66%-356.8pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,388 | $8,103-21.2% | $7,760-17.7% | $6,712-4.8% |
| Admin fee / account holder | $9,285 | $12,406-25.2% | $10,767-13.8% | $11,409-18.6% |