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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 | $105,645 | $148,629-28.9% | $135,982-22.3% | $139,487-24.3% |
| Participation rate | 93.8% | 83.9%+9.9pp | 81.9%+11.8pp | 80.3%+13.4pp |
| Annual return | 13.03% | 79.33%-66.3pp | 68.32%-55.3pp | 373.84%-360.8pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,296 | $8,102-59.3% | $7,760-57.5% | $6,713-50.9% |
| Admin fee / account holder | $4,756 | $12,406-61.7% | $10,767-55.8% | $11,407-58.3% |