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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 | $132,546 | $157,304-15.7% | $141,197-6.1% | $152,909-13.3% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.5%+9.9pp |
| Annual return | 21.75% | 64.34%-42.6pp | 71.41%-49.7pp | 345.46%-323.7pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,989 | $7,111-15.8% | $6,710-10.7% | $5,851+2.4% |
| Admin fee / account holder | $514 | $12,126-95.8% | $10,265-95.0% | $11,601-95.6% |