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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 | $87,887 | $172,111-48.9% | $150,298-41.5% | $137,256-36.0% |
| Participation rate | 81.8% | 81.7%+0.1pp | 77.8%+4.1pp | 80.0%+1.9pp |
| Annual return | 19.92% | 69.37%-49.5pp | 62.79%-42.9pp | 220.34%-200.4pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,205 | $6,166+81.7% | $5,453+105.5% | $6,407+74.9% |
| Admin fee / account holder | $1,512 | $16,471-90.8% | $14,116-89.3% | $12,270-87.7% |