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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 | $95,998 | $124,346-22.8% | $111,308-13.8% | $167,536-42.7% |
| Participation rate | 80.0% | 79.6%+0.4pp | 77.3%+2.7pp | 82.1%-2.1pp |
| Annual return | 14.45% | 37.45%-23.0pp | 54.67%-40.2pp | 478.82%-464.4pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,038 | $5,182-2.8% | $4,487+12.3% | $6,342-20.6% |
| Admin fee / account holder | $7,990 | $10,621-24.8% | $7,965+0.3% | $12,315-35.1% |