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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 | $107,397 | $201,372-46.7% | $184,260-41.7% | $145,884-26.4% |
| Participation rate | 72.7% | 87.5%-14.8pp | 86.8%-14.1pp | 80.3%-7.6pp |
| Annual return | 17.19% | 29.04%-11.8pp | 28.84%-11.6pp | 551.85%-534.7pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,367 | $9,808+5.7% | $9,133+13.5% | $6,690+55.0% |
| Admin fee / account holder | $468 | $16,362-97.1% | $13,898-96.6% | $13,392-96.5% |