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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 | $98,774 | $201,372-50.9% | $184,260-46.4% | $145,884-32.3% |
| Participation rate | 77.8% | 87.5%-9.7pp | 86.8%-9.0pp | 80.3%-2.5pp |
| Annual return | 18.66% | 29.04%-10.4pp | 28.84%-10.2pp | 551.85%-533.2pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,367 | $9,808-4.5% | $9,133+2.6% | $6,690+40.0% |
| Admin fee / account holder | $322 | $16,362-98.0% | $13,898-97.7% | $13,392-97.6% |