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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 | $134,817-37.7% | $123,973-32.3% | $155,188-45.9% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.7%+6.7pp | 80.8%+2.5pp |
| Annual return | 13.01% | 515.49%-502.5pp | 388.13%-375.1pp | 148.84%-135.8pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,156 | $5,706-27.2% | $5,247-20.8% | $6,531-36.4% |
| Admin fee / account holder | $1,920 | $13,245-85.5% | $11,799-83.7% | $14,480-86.7% |