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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 | $70,846 | $165,381-57.2% | $149,730-52.7% | $158,966-55.4% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 18.65% | 348.29%-329.6pp | 276.70%-258.1pp | 302.95%-284.3pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,723 | $7,182+35.4% | $6,843+42.1% | $5,983+62.5% |
| Admin fee / account holder | $27,389 | $10,809+153.4% | $9,310+194.2% | $11,250+143.5% |