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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 | $93,795 | $127,387-26.4% | $115,038-18.5% | $125,389-25.2% |
| Participation rate | 79.2% | 84.2%-5.0pp | 81.4%-2.2pp | 83.2%-4.0pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,266 | $6,423-49.1% | $6,026-45.8% | $5,352-39.0% |
| Admin fee / account holder | $728 | $9,516-92.4% | $8,175-91.1% | $9,541-92.4% |