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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 | $96,095 | $124,330-22.7% | $109,173-12.0% | $167,536-42.6% |
| Participation rate | 72.7% | 79.5%-6.7pp | 75.9%-3.2pp | 82.1%-9.4pp |
| Annual return | 16.33% | 26.04%-9.7pp | 25.75%-9.4pp | 478.82%-462.5pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,165 | $5,256-39.8% | $4,654-32.0% | $6,342-50.1% |
| Admin fee / account holder | $651 | $7,974-91.8% | $6,755-90.4% | $12,315-94.7% |