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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 | $74,693 | $209,405-64.3% | $178,486-58.2% | $158,931-53.0% |
| Participation rate | 87.0% | 86.4%+0.6pp | 81.9%+5.0pp | 82.0%+5.0pp |
| Annual return | 13.50% | 188.77%-175.3pp | 151.08%-137.6pp | 302.86%-289.4pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,291 | $5,954-44.7% | $5,202-36.7% | $5,982-45.0% |
| Admin fee / account holder | $4,148 | $17,076-75.7% | $13,985-70.3% | $11,247-63.1% |