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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 | $95,417 | $114,237-16.5% | $119,258-20.0% | $167,536-43.0% |
| Participation rate | 93.8% | 83.7%+10.0pp | 82.7%+11.0pp | 82.1%+11.6pp |
| Annual return | 13.66% | 29.87%-16.2pp | 30.69%-17.0pp | 478.82%-465.2pp |
| Employer contribution / active EE | $0 | $4,481-100.0% | $4,384-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,441 | $6,084-27.0% | $6,111-27.3% | $6,342-30.0% |
| Admin fee / account holder | $510 | $8,932-94.3% | $7,226-92.9% | $12,315-95.9% |