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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 | $117,634 | $176,786-33.5% | $146,643-19.8% | $167,536-29.8% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 17.68% | 24.04%-6.4pp | 22.75%-5.1pp | 478.82%-461.1pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,057 | $6,440-52.5% | $5,506-44.5% | $6,342-51.8% |
| Admin fee / account holder | $2,047 | $13,262-84.6% | $10,280-80.1% | $12,315-83.4% |