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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 | $114,339 | $209,336-45.4% | $197,124-42.0% | $137,256-16.7% |
| Participation rate | 77.8% | 87.3%-9.5pp | 86.7%-8.9pp | 80.0%-2.2pp |
| Annual return | 16.82% | 48.09%-31.3pp | 44.34%-27.5pp | 220.34%-203.5pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,678 | $9,614+11.1% | $9,135+16.9% | $6,407+66.7% |
| Admin fee / account holder | $48,321 | $17,308+179.2% | $16,298+196.5% | $12,270+293.8% |