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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 | $69,479 | $157,276-55.8% | $141,177-50.8% | $152,885-54.6% |
| Participation rate | 84.2% | 84.8%-0.6pp | 82.5%+1.7pp | 82.5%+1.8pp |
| Annual return | 15.66% | 64.33%-48.7pp | 71.40%-55.7pp | 345.39%-329.7pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,459 | $7,110-51.4% | $6,710-48.5% | $5,851-40.9% |
| Admin fee / account holder | $11,892 | $12,123-1.9% | $10,263+15.9% | $11,598+2.5% |