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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 | $97,778 | $99,994-2.2% | $146,647-33.3% | $85,851+13.9% |
| Participation rate | 83.9% | 73.1%+10.8pp | 80.1%+3.8pp | 69.3%+14.5pp |
| Annual return | 13.35% | 18.93%-5.6pp | 22.75%-9.4pp | 318.63%-305.3pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,687 | $4,006-8.0% | $5,506-33.0% | $3,952-6.7% |
| Admin fee / account holder | $10,636 | $7,703+38.1% | $10,281+3.5% | $6,261+69.9% |