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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 | $111,585 | $108,911+2.5% | $100,392+11.1% | $145,884-23.5% |
| Participation rate | 84.6% | 83.0%+1.6pp | 81.5%+3.1pp | 80.3%+4.3pp |
| Annual return | 11.82% | 58.23%-46.4pp | 49.45%-37.6pp | 551.85%-540.0pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,736 | $8,459-55.8% | $8,090-53.8% | $6,690-44.2% |
| Admin fee / account holder | $1,542 | $9,698-84.1% | $7,904-80.5% | $13,392-88.5% |