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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 | $46,252 | $176,794-73.8% | $146,647-68.5% | $167,553-72.4% |
| Participation rate | 85.7% | 83.6%+2.1pp | 80.1%+5.6pp | 82.1%+3.6pp |
| Annual return | 14.18% | 24.04%-9.9pp | 22.75%-8.6pp | 478.89%-464.7pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $5,207 | $6,440-19.2% | $5,506-5.4% | $6,343-17.9% |
| Admin fee / account holder | $2,769 | $13,262-79.1% | $10,281-73.1% | $12,316-77.5% |