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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 | $209,336-73.2% | $197,124-71.6% | $137,256-59.2% |
| Participation rate | 90.9% | 87.3%+3.6pp | 86.7%+4.2pp | 80.0%+10.9pp |
| Annual return | 22.74% | 48.09%-25.3pp | 44.34%-21.6pp | 220.34%-197.6pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,837 | $9,614+12.7% | $9,135+18.6% | $6,407+69.2% |
| Admin fee / account holder | $1,724 | $17,308-90.0% | $16,298-89.4% | $12,270-86.0% |