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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 | $102,874 | $98,776+4.1% | $149,745-31.3% | $79,856+28.8% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.5%+13.7pp | 69.6%+26.5pp |
| Annual return | 13.70% | 27.38%-13.7pp | 276.72%-263.0pp | 31.71%-18.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,795 | $5,681+54.8% | $6,843+28.5% | $3,741+135.1% |
| Admin fee / account holder | $4,676 | $6,053-22.7% | $9,312-49.8% | $5,306-11.9% |