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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 | $84,263 | $115,903-27.3% | $100,528-16.2% | $158,966-47.0% |
| Participation rate | 70.0% | 81.6%-11.6pp | 79.4%-9.4pp | 82.0%-12.0pp |
| Annual return | 14.79% | 34.80%-20.0pp | 30.90%-16.1pp | 302.95%-288.2pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,794 | $6,677-28.2% | $6,271-23.6% | $5,983-19.9% |
| Admin fee / account holder | $775 | $11,000-93.0% | $8,084-90.4% | $11,250-93.1% |