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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 | $70,846 | $165,399-57.2% | $149,745-52.7% | $158,982-55.4% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 13.17% | 348.34%-335.2pp | 276.72%-263.6pp | 302.99%-289.8pp |
| Employer contribution / active EE | $10 | $5,105-99.8% | $4,646-99.8% | $4,763-99.8% |
| Participant deferral / active EE | $3,706 | $7,183-48.4% | $6,843-45.8% | $5,983-38.1% |
| Admin fee / account holder | $11,192 | $10,811+3.5% | $9,312+20.2% | $11,252-0.5% |