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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 | $125,733 | $165,381-24.0% | $149,730-16.0% | $158,966-20.9% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 12.19% | 348.29%-336.1pp | 276.70%-264.5pp | 302.95%-290.8pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,247 | $7,182-54.8% | $6,843-52.6% | $5,983-45.7% |
| Admin fee / account holder | $3,227 | $10,809-70.1% | $9,310-65.3% | $11,250-71.3% |