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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 | $46,733 | $196,972-76.3% | $182,262-74.4% | $198,609-76.5% |
| Participation rate | 92.3% | 85.7%+6.6pp | 84.2%+8.1pp | 82.4%+9.9pp |
| Annual return | 13.33% | 158.27%-144.9pp | 140.60%-127.3pp | 202.70%-189.4pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,604 | $8,643-35.2% | $8,276-32.3% | $6,977-19.7% |
| Admin fee / account holder | $11,041 | $18,429-40.1% | $16,712-33.9% | $19,030-42.0% |