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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 | $130,504 | $162,821-19.8% | $133,978-2.6% | $158,982-17.9% |
| Participation rate | 81.8% | 83.2%-1.4pp | 79.8%+2.0pp | 82.0%-0.1pp |
| Annual return | 7.01% | 41.95%-34.9pp | 45.10%-38.1pp | 302.99%-296.0pp |
| Employer contribution / active EE | -$344 | $4,976-106.9% | $3,919-108.8% | $4,763-107.2% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,693 | $11,742-51.5% | $8,930-36.3% | $11,252-49.4% |