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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 | $105,887 | $165,361-36.0% | $149,715-29.3% | $158,950-33.4% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 17.30% | 348.24%-330.9pp | 276.66%-259.4pp | 302.91%-285.6pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,837 | $7,182-4.8% | $6,842-0.1% | $5,983+14.3% |
| Admin fee / account holder | $2,287 | $10,808-78.8% | $9,310-75.4% | $11,248-79.7% |