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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 | $150,768 | $176,402-14.5% | $134,162+12.4% | $158,982-5.2% |
| Participation rate | 70.0% | 78.7%-8.7pp | 72.2%-2.2pp | 82.0%-12.0pp |
| Annual return | 13.47% | 63.66%-50.2pp | 36.35%-22.9pp | 302.99%-289.5pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,865 | $4,093+43.3% | $3,500+67.6% | $5,983-2.0% |
| Admin fee / account holder | $7,048 | $8,719-19.2% | $6,685+5.4% | $11,252-37.4% |