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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 | $88,251 | $157,296-43.9% | $141,191-37.5% | $152,897-42.3% |
| Participation rate | 81.3% | 84.8%-3.6pp | 82.5%-1.2pp | 82.5%-1.2pp |
| Annual return | 24.15% | 64.34%-40.2pp | 71.41%-47.3pp | 345.43%-321.3pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $11,865 | $7,111+66.9% | $6,710+76.8% | $5,851+102.8% |
| Admin fee / account holder | $13,012 | $12,125+7.3% | $10,264+26.8% | $11,599+12.2% |