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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 | $53,774 | $165,399-67.5% | $149,745-64.1% | $158,982-66.2% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 9.96% | 348.34%-338.4pp | 276.72%-266.8pp | 302.99%-293.0pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,456 | $7,183-51.9% | $6,843-49.5% | $5,983-42.2% |
| Admin fee / account holder | $19,093 | $10,811+76.6% | $9,312+105.0% | $11,252+69.7% |