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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 | $210,698-55.5% | $178,014-47.3% | $145,959-35.8% |
| Participation rate | 83.3% | 80.8%+2.6pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 12.83% | 386.27%-373.4pp | 294.80%-282.0pp | 561.95%-549.1pp |
| Employer contribution / active EE | $0 | $4,567-100.0% | $3,950-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $5,769 | $6,958-17.1% | $6,276-8.1% | $6,689-13.7% |
| Admin fee / account holder | $480 | $12,016-96.0% | $10,362-95.4% | $13,398-96.4% |