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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 | $110,596 | $201,370-45.1% | $184,256-40.0% | $145,897-24.2% |
| Participation rate | 95.7% | 87.5%+8.2pp | 86.8%+8.8pp | 80.3%+15.3pp |
| Annual return | 16.14% | 29.05%-12.9pp | 28.85%-12.7pp | 552.29%-536.2pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,956 | $9,808-59.7% | $9,133-56.7% | $6,689-40.9% |
| Admin fee / account holder | $23,198 | $16,364+41.8% | $13,899+66.9% | $13,390+73.2% |