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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 | $108,515 | $185,312-41.4% | $161,489-32.8% | $154,746-29.9% |
| Participation rate | 88.2% | 82.5%+5.8pp | 78.7%+9.5pp | 80.7%+7.5pp |
| Annual return | 17.68% | 103.84%-86.2pp | 89.72%-72.0pp | 172.34%-154.7pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,068 | $6,350-4.4% | $5,630+7.8% | $6,730-9.8% |
| Admin fee / account holder | $14,980 | $18,654-19.7% | $16,006-6.4% | $14,365+4.3% |