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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 | $71,800 | $165,381-56.6% | $149,730-52.0% | $158,966-54.8% |
| Participation rate | 81.0% | 84.6%-3.6pp | 82.5%-1.5pp | 82.0%-1.0pp |
| Annual return | 14.47% | 348.29%-333.8pp | 276.70%-262.2pp | 302.95%-288.5pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,801 | $7,182-33.1% | $6,843-29.8% | $5,983-19.7% |
| Admin fee / account holder | $878 | $10,809-91.9% | $9,310-90.6% | $11,250-92.2% |