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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 | $79,487 | $69,274+14.7% | $64,097+24.0% | $139,487-43.0% |
| Participation rate | 87.5% | 75.6%+11.9pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 16.71% | 46.00%-29.3pp | 33.75%-17.0pp | 373.84%-357.1pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,750-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,961 | $4,685+5.9% | $3,881+27.8% | $6,713-26.1% |
| Admin fee / account holder | $4,976 | $4,247+17.2% | $3,070+62.1% | $11,407-56.4% |