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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 | $132,383 | $157,304-15.8% | $141,197-6.2% | $152,909-13.4% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 17.11% | 64.34%-47.2pp | 71.41%-54.3pp | 345.46%-328.4pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,857 | $7,111-17.6% | $6,710-12.7% | $5,851+0.1% |
| Admin fee / account holder | $6,964 | $12,126-42.6% | $10,265-32.2% | $11,601-40.0% |