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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 | $121,910 | $176,794-31.0% | $146,647-16.9% | $167,553-27.2% |
| Participation rate | 88.9% | 83.6%+5.3pp | 80.1%+8.8pp | 82.1%+6.8pp |
| Annual return | 84.39% | 24.04%+60.4pp | 22.75%+61.6pp | 478.89%-394.5pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,365 | $6,440-47.8% | $5,506-38.9% | $6,343-46.9% |
| Admin fee / account holder | $3,548 | $13,262-73.2% | $10,281-65.5% | $12,316-71.2% |