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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 | $157,036 | $157,304-0.2% | $141,197+11.2% | $152,909+2.7% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.5%-9.7pp |
| Annual return | 19.18% | 64.34%-45.2pp | 71.41%-52.2pp | 345.46%-326.3pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,610 | $7,111-7.0% | $6,710-1.5% | $5,851+13.0% |
| Admin fee / account holder | $1,102 | $12,126-90.9% | $10,265-89.3% | $11,601-90.5% |