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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 | $147,475 | $201,344-26.8% | $184,243-20.0% | $145,877+1.1% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 15.02% | 29.01%-14.0pp | 28.82%-13.8pp | 551.28%-536.3pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,371 | $9,807-4.4% | $9,132+2.6% | $6,691+40.1% |
| Admin fee / account holder | $1,016 | $16,382-93.8% | $13,914-92.7% | $13,402-92.4% |