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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 | $51,836 | $181,062-71.4% | $158,223-67.2% | $155,188-66.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 9.41% | 57.39%-48.0pp | 52.09%-42.7pp | 148.84%-139.4pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,386 | $6,134-44.8% | $5,467-38.1% | $6,531-48.2% |
| Admin fee / account holder | $26,937 | $18,825+43.1% | $16,047+67.9% | $14,480+86.0% |