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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 | $79,467 | $148,629-46.5% | $135,982-41.6% | $139,487-43.0% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 18.30% | 79.33%-61.0pp | 68.32%-50.0pp | 373.84%-355.5pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $7,155 | $8,102-11.7% | $7,760-7.8% | $6,713+6.6% |
| Admin fee / account holder | $912 | $12,406-92.6% | $10,767-91.5% | $11,407-92.0% |