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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 | $87,152 | $196,972-55.8% | $182,262-52.2% | $198,609-56.1% |
| Participation rate | 87.0% | 85.7%+1.3pp | 84.2%+2.7pp | 82.4%+4.6pp |
| Annual return | 17.80% | 158.27%-140.5pp | 140.60%-122.8pp | 202.70%-184.9pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $12,841 | $8,643+48.6% | $8,276+55.2% | $6,977+84.1% |
| Admin fee / account holder | $11,289 | $18,429-38.7% | $16,712-32.5% | $19,030-40.7% |