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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 | $47,806 | $201,370-76.3% | $184,256-74.1% | $145,897-67.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 30.30% | 29.05%+1.3pp | 28.85%+1.5pp | 552.29%-522.0pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $15,245 | $9,808+55.4% | $9,133+66.9% | $6,689+127.9% |
| Admin fee / account holder | $9,252 | $16,364-43.5% | $13,899-33.4% | $13,390-30.9% |