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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 | $53,123 | $165,381-67.9% | $149,730-64.5% | $158,966-66.6% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 30.85% | 348.29%-317.4pp | 276.70%-245.9pp | 302.95%-272.1pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,636 | $7,182+34.2% | $6,843+40.8% | $5,983+61.1% |
| Admin fee / account holder | $1,440 | $10,809-86.7% | $9,310-84.5% | $11,250-87.2% |