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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 | $98,034 | $93,598+4.7% | $135,974-27.9% | $75,173+30.4% |
| Participation rate | 87.1% | 75.2%+11.9pp | 81.9%+5.2pp | 67.2%+19.9pp |
| Annual return | 51.02% | 30.89%+20.1pp | 68.30%-17.3pp | 160.72%-109.7pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $12,047 | $6,405+88.1% | $7,760+55.2% | $4,126+192.0% |
| Admin fee / account holder | $5,964 | $6,978-14.5% | $10,767-44.6% | $5,651+5.6% |