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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 | $102,520 | $239,571-57.2% | $183,328-44.1% | $137,256-25.3% |
| Participation rate | 90.0% | 82.4%+7.6pp | 77.3%+12.7pp | 80.0%+10.0pp |
| Annual return | 13.18% | 35.69%-22.5pp | 29.67%-16.5pp | 220.34%-207.2pp |
| Employer contribution / active EE | $0 | $6,148-100.0% | $5,055-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,264 | $7,995+15.9% | $6,795+36.3% | $6,407+44.6% |
| Admin fee / account holder | $883 | $30,059-97.1% | $21,427-95.9% | $12,270-92.8% |