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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 | $95,787 | $108,882-12.0% | $96,754-1.0% | $154,746-38.1% |
| Participation rate | 90.9% | 75.1%+15.8pp | 70.3%+20.6pp | 80.7%+10.2pp |
| Annual return | 16.60% | 98.39%-81.8pp | 82.04%-65.4pp | 172.34%-155.7pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,765 | $5,323-29.3% | $4,758-20.9% | $6,730-44.1% |
| Admin fee / account holder | $3,531 | $10,200-65.4% | $8,905-60.3% | $14,365-75.4% |