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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 | $104,323 | $110,307-5.4% | $96,576+8.0% | $139,456-25.2% |
| Participation rate | 70.0% | 78.1%-8.1pp | 76.0%-6.0pp | 80.3%-10.3pp |
| Annual return | 18.07% | 26.40%-8.3pp | 25.87%-7.8pp | 373.45%-355.4pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $2,965-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,466 | $5,547-19.5% | $4,851-7.9% | $6,711-33.5% |
| Admin fee / account holder | $10,677 | $11,597-7.9% | $8,253+29.4% | $11,407-6.4% |