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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 | $77,648 | $175,212-55.7% | $149,682-48.1% | $139,427-44.3% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 14.35% | 166.63%-152.3pp | 134.35%-120.0pp | 373.27%-358.9pp |
| Employer contribution / active EE | $0 | $5,475-100.0% | $4,818-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $4,438 | $6,520-31.9% | $5,681-21.9% | $6,711-33.9% |
| Admin fee / account holder | $1,156 | $16,150-92.8% | $13,210-91.2% | $11,404-89.9% |