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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 | $201,264-26.7% | $184,185-19.9% | $145,978+1.0% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 15.02% | 29.00%-14.0pp | 28.81%-13.8pp | 550.52%-535.5pp |
| Employer contribution / active EE | $0 | $7,021-100.0% | $6,426-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,371 | $9,806-4.4% | $9,132+2.6% | $6,690+40.1% |
| Admin fee / account holder | $1,016 | $16,376-93.8% | $13,909-92.7% | $13,400-92.4% |