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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 | $61,013 | $196,972-69.0% | $182,262-66.5% | $198,609-69.3% |
| Participation rate | 91.7% | 85.7%+6.0pp | 84.2%+7.5pp | 82.4%+9.3pp |
| Annual return | 137.27% | 158.27%-21.0pp | 140.60%-3.3pp | 202.70%-65.4pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $8,024 | $8,643-7.2% | $8,276-3.1% | $6,977+15.0% |
| Admin fee / account holder | $4,930 | $18,429-73.2% | $16,712-70.5% | $19,030-74.1% |