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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 | $126,264 | $117,895+7.1% | $102,460+23.2% | $145,897-13.5% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.9pp |
| Annual return | 20.48% | 31.92%-11.4pp | 29.47%-9.0pp | 552.29%-531.8pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,150 | $5,736-62.5% | $5,056-57.5% | $6,689-67.9% |
| Admin fee / account holder | $2,709 | $13,353-79.7% | $9,460-71.4% | $13,390-79.8% |