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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 | $93,744 | $211,224-55.6% | $178,505-47.5% | $145,897-35.7% |
| Participation rate | 83.3% | 80.8%+2.5pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 12.83% | 30.28%-17.4pp | 27.16%-14.3pp | 552.29%-539.5pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,769 | $6,966-17.2% | $6,280-8.1% | $6,689-13.8% |
| Admin fee / account holder | $480 | $12,109-96.0% | $10,428-95.4% | $13,390-96.4% |