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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 | $175,259-55.7% | $149,723-48.1% | $139,487-44.3% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 14.35% | 166.82%-152.5pp | 134.50%-120.2pp | 373.84%-359.5pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,438 | $6,522-32.0% | $5,682-21.9% | $6,713-33.9% |
| Admin fee / account holder | $1,156 | $16,158-92.8% | $13,215-91.3% | $11,407-89.9% |