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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 | $157,690 | $225,673-30.1% | $203,872-22.7% | $155,188+1.6% |
| Participation rate | 71.4% | 80.3%-8.9pp | 77.8%-6.4pp | 80.8%-9.4pp |
| Annual return | 113.95% | 95.91%+18.0pp | 85.11%+28.8pp | 148.84%-34.9pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,658 | $6,893-61.4% | $6,388-58.4% | $6,531-59.3% |
| Admin fee / account holder | $8,067 | $12,327-34.6% | $11,730-31.2% | $14,480-44.3% |