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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 | $80,824 | $211,288-61.7% | $178,540-54.7% | $145,884-44.6% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 26.83% | 30.27%-3.4pp | 27.15%-0.3pp | 551.85%-525.0pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,686 | $6,967-4.0% | $6,281+6.5% | $6,690-0.1% |
| Admin fee / account holder | $943 | $12,105-92.2% | $10,424-91.0% | $13,392-93.0% |