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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 | $85,361 | $196,972-56.7% | $182,262-53.2% | $198,609-57.0% |
| Participation rate | 93.3% | 85.7%+7.6pp | 84.2%+9.1pp | 82.4%+11.0pp |
| Annual return | 17.94% | 158.27%-140.3pp | 140.60%-122.7pp | 202.70%-184.8pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $9,945 | $8,643+15.1% | $8,276+20.2% | $6,977+42.5% |
| Admin fee / account holder | $8,400 | $18,429-54.4% | $16,712-49.7% | $19,030-55.9% |