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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 | $53,108 | $162,136-67.2% | $152,301-65.1% | $154,746-65.7% |
| Participation rate | 90.0% | 84.1%+5.9pp | 82.4%+7.6pp | 80.7%+9.3pp |
| Annual return | 26.95% | 91.02%-64.1pp | 80.50%-53.6pp | 172.34%-145.4pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,341 | $8,341-12.0% | $8,004-8.3% | $6,730+9.1% |
| Admin fee / account holder | $7,142 | $15,759-54.7% | $14,398-50.4% | $14,365-50.3% |