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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 | $109,720 | $157,296-30.2% | $141,191-22.3% | $152,897-28.2% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 24.12% | 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 | $4,150 | $7,111-41.6% | $6,710-38.2% | $5,851-29.1% |
| Admin fee / account holder | $30,241 | $12,125+149.4% | $10,264+194.6% | $11,599+160.7% |