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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 | $29,057 | $212,386-86.3% | $199,883-85.5% | $138,895-79.1% |
| Participation rate | 86.7% | 87.4%-0.7pp | 86.8%-0.1pp | 79.9%+6.7pp |
| Annual return | 16.74% | 47.75%-31.0pp | 43.81%-27.1pp | 145.39%-128.7pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,109 | $9,617-26.1% | $9,138-22.2% | $6,396+11.1% |
| Admin fee / account holder | $12,374 | $18,233-32.1% | $17,268-28.3% | $12,562-1.5% |