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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 | $123,499 | $124,351-0.7% | $109,188+13.1% | $167,553-26.3% |
| Participation rate | 73.7% | 79.4%-5.8pp | 75.9%-2.2pp | 82.1%-8.4pp |
| Annual return | 10.24% | 26.04%-15.8pp | 25.76%-15.5pp | 478.89%-468.6pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,723-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $10,047 | $5,257+91.1% | $4,654+115.9% | $6,343+58.4% |
| Admin fee / account holder | $45,698 | $7,975+473.0% | $6,755+576.5% | $12,316+271.0% |