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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 | $36,020 | $213,785-83.2% | $185,441-80.6% | $155,188-76.8% |
| Participation rate | 87.5% | 83.2%+4.3pp | 80.3%+7.2pp | 80.8%+6.7pp |
| Annual return | 14.11% | 19.97%-5.9pp | 20.16%-6.1pp | 148.84%-134.7pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $16,622 | $6,864+142.2% | $6,152+170.2% | $6,531+154.5% |
| Admin fee / account holder | $7,585 | $21,134-64.1% | $17,890-57.6% | $14,480-47.6% |