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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 | $77,286 | $165,399-53.3% | $149,745-48.4% | $158,982-51.4% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 17.46% | 348.34%-330.9pp | 276.72%-259.3pp | 302.99%-285.5pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,121 | $7,183-42.6% | $6,843-39.8% | $5,983-31.1% |
| Admin fee / account holder | $15,870 | $10,811+46.8% | $9,312+70.4% | $11,252+41.0% |