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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 | $104,151 | $154,193-32.5% | $130,045-19.9% | $139,466-25.3% |
| Participation rate | 72.7% | 82.0%-9.2pp | 78.5%-5.8pp | 80.3%-7.6pp |
| Annual return | 13.21% | 32.51%-19.3pp | -137.30%+150.5pp | 373.66%-360.5pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,967 | $6,709-55.8% | $5,820-49.0% | $6,712-55.8% |
| Admin fee / account holder | $801 | $13,989-94.3% | $10,600-92.4% | $11,409-93.0% |