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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 | $95,618 | $165,399-42.2% | $149,745-36.1% | $158,982-39.9% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 9.41% | 348.34%-338.9pp | 276.72%-267.3pp | 302.99%-293.6pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $13,213 | $7,183+84.0% | $6,843+93.1% | $5,983+120.8% |
| Admin fee / account holder | $3,385 | $10,811-68.7% | $9,312-63.6% | $11,252-69.9% |