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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 | $78,751 | $114,013-30.9% | $103,693-24.1% | $155,188-49.3% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.1pp | 80.8%+4.9pp |
| Annual return | 8.39% | 49.31%-40.9pp | 47.61%-39.2pp | 148.84%-140.4pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,411 | $4,970-51.5% | $4,579-47.4% | $6,531-63.1% |
| Admin fee / account holder | $7,656 | $8,407-8.9% | $7,858-2.6% | $14,480-47.1% |