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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 | $57,937 | $165,381-65.0% | $149,730-61.3% | $158,966-63.6% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 8.70% | 348.29%-339.6pp | 276.70%-268.0pp | 302.95%-294.3pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $10,396 | $7,182+44.7% | $6,843+51.9% | $5,983+73.7% |
| Admin fee / account holder | $3,254 | $10,809-69.9% | $9,310-65.0% | $11,250-71.1% |