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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 | $110,913 | $148,629-25.4% | $135,982-18.4% | $139,487-20.5% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 12.34% | 79.33%-67.0pp | 68.32%-56.0pp | 373.84%-361.5pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,958 | $8,102-63.5% | $7,760-61.9% | $6,713-55.9% |
| Admin fee / account holder | $88,062 | $12,406+609.8% | $10,767+717.9% | $11,407+672.0% |