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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 | $77,178 | $110,410-30.1% | $102,437-24.7% | $145,897-47.1% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 10.19% | 24.85%-14.7pp | 24.95%-14.8pp | 552.29%-542.1pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,877 | $5,622+4.5% | $5,060+16.1% | $6,689-12.1% |
| Admin fee / account holder | $926 | $9,745-90.5% | $8,388-89.0% | $13,390-93.1% |