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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 | $86,142 | $76,834+12.1% | $108,359-20.5% | $87,485-1.5% |
| Participation rate | 71.9% | 61.7%+10.1pp | 70.1%+1.8pp | 68.9%+2.9pp |
| Annual return | 37.44% | 19.09%+18.4pp | 36.89%+0.5pp | 26.06%+11.4pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,402 | $3,100+74.2% | $4,137+30.6% | $4,274+26.4% |
| Admin fee / account holder | $9,228 | $6,537+41.2% | $9,741-5.3% | $7,775+18.7% |