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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 | $131,277 | $124,980+5.0% | $108,359+21.1% | $154,746-15.2% |
| Participation rate | 88.9% | 75.2%+13.7pp | 70.1%+18.8pp | 80.7%+8.2pp |
| Annual return | 10.35% | 45.00%-34.6pp | 36.89%-26.5pp | 172.34%-162.0pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,051 | $4,743+69.8% | $4,137+94.6% | $6,730+19.6% |
| Admin fee / account holder | $36,175 | $11,502+214.5% | $9,741+271.4% | $14,365+151.8% |