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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 | $149,809 | $232,540-35.6% | $185,117-19.1% | $147,586+1.5% |
| Participation rate | 94.1% | 82.4%+11.8pp | 77.3%+16.9pp | 82.8%+11.3pp |
| Annual return | 19.79% | 43.03%-23.2pp | 40.50%-20.7pp | 578.59%-558.8pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,449 | $5,834-23.7% | $5,045-11.8% | $5,439-18.2% |
| Admin fee / account holder | $1,796 | $10,275-82.5% | $8,159-78.0% | $10,886-83.5% |