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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 | $152,428 | $209,336-27.2% | $197,124-22.7% | $137,256+11.1% |
| Participation rate | 78.6% | 87.3%-8.7pp | 86.7%-8.1pp | 80.0%-1.4pp |
| Annual return | 11.89% | 48.09%-36.2pp | 44.34%-32.5pp | 220.34%-208.5pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $13,678 | $9,614+42.3% | $9,135+49.7% | $6,407+113.5% |
| Admin fee / account holder | $1,788 | $17,308-89.7% | $16,298-89.0% | $12,270-85.4% |