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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 | $114,662 | $165,381-30.7% | $149,730-23.4% | $158,966-27.9% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 16.95% | 348.29%-331.3pp | 276.70%-259.8pp | 302.95%-286.0pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,225 | $7,182-27.3% | $6,843-23.6% | $5,983-12.7% |
| Admin fee / account holder | $28,557 | $10,809+164.2% | $9,310+206.7% | $11,250+153.8% |