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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 | $83,975 | $114,119-26.4% | $107,187-21.7% | $138,895-39.5% |
| Participation rate | 83.3% | 78.1%+5.3pp | 75.0%+8.3pp | 79.9%+3.4pp |
| Annual return | 13.01% | 273.21%-260.2pp | 204.55%-191.5pp | 145.39%-132.4pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,156 | $5,538-24.9% | $5,096-18.4% | $6,396-35.0% |
| Admin fee / account holder | $1,920 | $10,024-80.8% | $9,162-79.0% | $12,562-84.7% |