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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 | $79,429 | $61,125+29.9% | $94,057-15.6% | $87,485-9.2% |
| Participation rate | 83.3% | 64.1%+19.3pp | 73.3%+10.0pp | 68.9%+14.4pp |
| Annual return | 15.12% | 35.20%-20.1pp | 480.62%-465.5pp | 26.06%-10.9pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,404 | $3,260+35.1% | $4,709-6.5% | $4,274+3.0% |
| Admin fee / account holder | $1,475 | $5,629-73.8% | $7,244-79.6% | $7,775-81.0% |