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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 | $40,797 | $201,370-79.7% | $184,256-77.9% | $145,897-72.0% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 29.64% | 29.05%+0.6pp | 28.85%+0.8pp | 552.29%-522.7pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $19,206 | $9,808+95.8% | $9,133+110.3% | $6,689+187.1% |
| Admin fee / account holder | $9,187 | $16,364-43.9% | $13,899-33.9% | $13,390-31.4% |