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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 | $56,002 | $223,823-75.0% | $211,142-73.5% | $154,746-63.8% |
| Participation rate | 90.9% | 87.9%+3.1pp | 87.3%+3.6pp | 80.7%+10.2pp |
| Annual return | 22.74% | 50.39%-27.7pp | 46.84%-24.1pp | 172.34%-149.6pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,837 | $9,750+11.1% | $9,284+16.7% | $6,730+61.0% |
| Admin fee / account holder | $1,724 | $19,707-91.3% | $19,076-91.0% | $14,365-88.0% |