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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 | $177,071 | $254,759-30.5% | $216,567-18.2% | $198,609-10.8% |
| Participation rate | 72.2% | 84.5%-12.3pp | 81.6%-9.4pp | 82.4%-10.2pp |
| Annual return | 8.53% | 10.04%-1.5pp | 12.94%-4.4pp | 202.70%-194.2pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,996 | $6,948-42.5% | $6,191-35.5% | $6,977-42.7% |
| Admin fee / account holder | $13,972 | $26,311-46.9% | $21,981-36.4% | $19,030-26.6% |