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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 | $99,252 | $162,785-39.0% | $133,959-25.9% | $158,950-37.6% |
| Participation rate | 86.7% | 83.2%+3.4pp | 79.8%+6.8pp | 82.0%+4.7pp |
| Annual return | 8.21% | 41.94%-33.7pp | 45.09%-36.9pp | 302.91%-294.7pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,390 | $5,910-42.6% | $5,047-32.8% | $5,983-43.3% |
| Admin fee / account holder | $5,324 | $11,738-54.6% | $8,928-40.4% | $11,248-52.7% |