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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 | $122,803 | $157,829-22.2% | $136,867-10.3% | $198,609-38.2% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 38.02% | 51.25%-13.2pp | 42.97%-4.9pp | 202.70%-164.7pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $8,580 | $5,463+57.1% | $4,924+74.3% | $6,977+23.0% |
| Admin fee / account holder | $23,194 | $11,107+108.8% | $10,340+124.3% | $19,030+21.9% |