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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 | $91,612 | $154,193-40.6% | $130,045-29.6% | $139,466-34.3% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 17.39% | 32.51%-15.1pp | -137.30%+154.7pp | 373.66%-356.3pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $12,454 | $6,709+85.6% | $5,820+114.0% | $6,712+85.5% |
| Admin fee / account holder | $649 | $13,989-95.4% | $10,600-93.9% | $11,409-94.3% |