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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 | $223,823-31.9% | $211,142-27.8% | $154,746-1.5% |
| Participation rate | 78.6% | 87.9%-9.3pp | 87.3%-8.7pp | 80.7%-2.1pp |
| Annual return | 11.89% | 50.39%-38.5pp | 46.84%-34.9pp | 172.34%-160.4pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $13,678 | $9,750+40.3% | $9,284+47.3% | $6,730+103.2% |
| Admin fee / account holder | $1,788 | $19,707-90.9% | $19,076-90.6% | $14,365-87.6% |