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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 | $58,429 | $111,814-47.7% | $103,374-43.5% | $145,959-60.0% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 11.67% | 24.77%-13.1pp | 24.89%-13.2pp | 561.95%-550.3pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $4,859 | $5,618-13.5% | $5,058-3.9% | $6,689-27.3% |
| Admin fee / account holder | $11,398 | $9,754+16.9% | $8,394+35.8% | $13,398-14.9% |