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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 | $210,086 | $227,566-7.7% | $189,558+10.8% | $167,518+25.4% |
| Participation rate | 78.6% | 82.5%-3.9pp | 78.5%+0.1pp | 82.1%-3.5pp |
| Annual return | 12.96% | 78.43%-65.5pp | 64.19%-51.2pp | 478.71%-465.8pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $10,046 | $7,002+43.5% | $6,174+62.7% | $6,342+58.4% |
| Admin fee / account holder | $1,032 | $11,881-91.3% | $9,809-89.5% | $12,312-91.6% |