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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 | $132,096 | $124,351+6.2% | $109,188+21.0% | $167,553-21.2% |
| Participation rate | 73.9% | 79.4%-5.5pp | 75.9%-2.0pp | 82.1%-8.2pp |
| Annual return | 13.70% | 26.04%-12.3pp | 25.76%-12.1pp | 478.89%-465.2pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,723-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $7,855 | $5,257+49.4% | $4,654+68.8% | $6,343+23.8% |
| Admin fee / account holder | $823 | $7,975-89.7% | $6,755-87.8% | $12,316-93.3% |