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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 | $121,582 | $196,972-38.3% | $182,262-33.3% | $198,609-38.8% |
| Participation rate | 73.3% | 85.7%-12.4pp | 84.2%-10.9pp | 82.4%-9.0pp |
| Annual return | 10.54% | 158.27%-147.7pp | 140.60%-130.1pp | 202.70%-192.2pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $9,959 | $8,643+15.2% | $8,276+20.3% | $6,977+42.7% |
| Admin fee / account holder | $2,886 | $18,429-84.3% | $16,712-82.7% | $19,030-84.8% |