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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 | $83,614 | $165,399-49.4% | $149,745-44.2% | $158,982-47.4% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 15.13% | 348.34%-333.2pp | 276.72%-261.6pp | 302.99%-287.9pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $11,060 | $7,183+54.0% | $6,843+61.6% | $5,983+84.8% |
| Admin fee / account holder | $5,295 | $10,811-51.0% | $9,312-43.1% | $11,252-52.9% |