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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 | $86,009 | $157,296-45.3% | $141,191-39.1% | $152,897-43.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 14.88% | 64.34%-49.5pp | 71.41%-56.5pp | 345.43%-330.5pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,661 | $7,111-6.3% | $6,710-0.7% | $5,851+13.8% |
| Admin fee / account holder | $31,752 | $12,125+161.9% | $10,264+209.3% | $11,599+173.7% |