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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 | $108,378 | $127,790-15.2% | $106,555+1.7% | $167,536-35.3% |
| Participation rate | 70.0% | 78.3%-8.3pp | 76.1%-6.1pp | 82.1%-12.1pp |
| Annual return | 14.06% | 33.88%-19.8pp | 26.80%-12.7pp | 478.82%-464.8pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $2,819-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,244 | $5,088-16.6% | $4,399-3.5% | $6,342-33.1% |
| Admin fee / account holder | $6,593 | $11,229-41.3% | $7,408-11.0% | $12,315-46.5% |