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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 | $50,434 | $201,370-75.0% | $184,256-72.6% | $145,897-65.4% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 12.53% | 29.05%-16.5pp | 28.85%-16.3pp | 552.29%-539.8pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,944 | $9,808-49.6% | $9,133-45.9% | $6,689-26.1% |
| Admin fee / account holder | $706 | $16,364-95.7% | $13,899-94.9% | $13,390-94.7% |