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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 | $127,489 | $110,410+15.5% | $102,437+24.5% | $145,897-12.6% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 15.56% | 24.85%-9.3pp | 24.95%-9.4pp | 552.29%-536.7pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,056 | $5,622+7.7% | $5,060+19.7% | $6,689-9.5% |
| Admin fee / account holder | $46,527 | $9,745+377.4% | $8,388+454.7% | $13,390+247.5% |