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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 | $95,063 | $157,304-39.6% | $141,197-32.7% | $152,909-37.8% |
| Participation rate | 94.4% | 84.8%+9.6pp | 82.5%+12.0pp | 82.5%+12.0pp |
| Annual return | 17.94% | 64.34%-46.4pp | 71.41%-53.5pp | 345.46%-327.5pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $12,568 | $7,111+76.7% | $6,710+87.3% | $5,851+114.8% |
| Admin fee / account holder | $4,536 | $12,126-62.6% | $10,265-55.8% | $11,601-60.9% |