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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 | $63,496 | $157,276-59.6% | $141,177-55.0% | $152,885-58.5% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 34.66% | 64.33%-29.7pp | 71.40%-36.7pp | 345.39%-310.7pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,469 | $7,110+19.1% | $6,710+26.2% | $5,851+44.7% |
| Admin fee / account holder | $2,984 | $12,123-75.4% | $10,263-70.9% | $11,598-74.3% |