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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 | $95,535 | $166,268-42.5% | $165,100-42.1% | $145,897-34.5% |
| Participation rate | 84.6% | 82.0%+2.6pp | 78.6%+6.0pp | 80.3%+4.3pp |
| Annual return | 18.21% | 100.52%-82.3pp | 70.21%-52.0pp | 552.29%-534.1pp |
| Employer contribution / active EE | $24 | $5,284-99.5% | $4,348-99.4% | $4,663-99.5% |
| Participant deferral / active EE | $7,941 | $6,964+14.0% | $6,035+31.6% | $6,689+18.7% |
| Admin fee / account holder | $8,985 | $16,659-46.1% | $12,696-29.2% | $13,390-32.9% |