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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 | $128,786 | $98,760+30.4% | $149,715-14.0% | $79,858+61.3% |
| Participation rate | 76.0% | 75.8%+0.2pp | 82.5%-6.5pp | 69.6%+6.4pp |
| Annual return | 20.42% | 27.43%-7.0pp | 276.66%-256.2pp | 31.72%-11.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,270 | $5,681+45.6% | $6,842+20.9% | $3,740+121.1% |
| Admin fee / account holder | $1,013 | $6,053-83.3% | $9,310-89.1% | $5,306-80.9% |