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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 | $69,402 | $196,972-64.8% | $182,262-61.9% | $198,609-65.1% |
| Participation rate | 70.8% | 85.7%-14.9pp | 84.2%-13.4pp | 82.4%-11.5pp |
| Annual return | 22.08% | 158.27%-136.2pp | 140.60%-118.5pp | 202.70%-180.6pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $8,043 | $8,643-6.9% | $8,276-2.8% | $6,977+15.3% |
| Admin fee / account holder | $16,345 | $18,429-11.3% | $16,712-2.2% | $19,030-14.1% |