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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 | $70,736 | $140,592-49.7% | $123,105-42.5% | $125,389-43.6% |
| Participation rate | 77.8% | 88.2%-10.4pp | 86.8%-9.0pp | 83.2%-5.4pp |
| Annual return | -0.95% | 16.80%-17.7pp | 13.22%-14.2pp | 282.24%-283.2pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $9,541 | $6,980+36.7% | $6,229+53.2% | $5,352+78.3% |
| Admin fee / account holder | $14,377 | $11,198+28.4% | $9,014+59.5% | $9,541+50.7% |