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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 | $155,246 | $228,352-32.0% | $185,827-16.5% | $158,950-2.3% |
| Participation rate | 70.0% | 82.3%-12.3pp | 78.0%-8.0pp | 82.0%-12.0pp |
| Annual return | 8.10% | 40.81%-32.7pp | 35.96%-27.9pp | 302.91%-294.8pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,285 | $6,416+44.7% | $5,633+64.8% | $5,983+55.2% |
| Admin fee / account holder | $94,406 | $11,867+695.6% | $9,502+893.6% | $11,248+739.3% |