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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 | $79,813 | $114,013-30.0% | $103,693-23.0% | $155,188-48.6% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.7pp | 80.8%+2.5pp |
| Annual return | 13.82% | 49.31%-35.5pp | 47.61%-33.8pp | 148.84%-135.0pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,419 | $4,970-31.2% | $4,579-25.3% | $6,531-47.7% |
| Admin fee / account holder | $3,233 | $8,407-61.5% | $7,858-58.9% | $14,480-77.7% |