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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 | $251,004-59.2% | $191,597-46.5% | $138,895-26.2% |
| Participation rate | 90.0% | 82.4%+7.6pp | 76.9%+13.1pp | 79.9%+10.1pp |
| Annual return | 13.18% | 31.05%-17.9pp | 27.07%-13.9pp | 145.39%-132.2pp |
| Employer contribution / active EE | $0 | $6,226-100.0% | $5,025-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $9,264 | $8,154+13.6% | $6,850+35.3% | $6,396+44.8% |
| Admin fee / account holder | $883 | $31,471-97.2% | $22,799-96.1% | $12,562-93.0% |