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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 | $99,978 | $108,942-8.2% | $100,415-0.4% | $145,897-31.5% |
| Participation rate | 87.5% | 83.0%+4.5pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 10.73% | 58.27%-47.5pp | 49.47%-38.7pp | 552.29%-541.6pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,316 | $8,461-49.0% | $8,091-46.7% | $6,689-35.5% |
| Admin fee / account holder | $2,533 | $9,702-73.9% | $7,906-68.0% | $13,390-81.1% |