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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 | $124,386 | $162,136-23.3% | $152,301-18.3% | $154,746-19.6% |
| Participation rate | 81.8% | 84.1%-2.3pp | 82.4%-0.6pp | 80.7%+1.1pp |
| Annual return | 13.45% | 91.02%-77.6pp | 80.50%-67.0pp | 172.34%-158.9pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,704 | $8,341-55.6% | $8,004-53.7% | $6,730-45.0% |
| Admin fee / account holder | $24,061 | $15,759+52.7% | $14,398+67.1% | $14,365+67.5% |