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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 | $74,781 | $227,291-67.1% | $214,702-65.2% | $155,188-51.8% |
| Participation rate | 88.9% | 88.0%+0.9pp | 87.5%+1.4pp | 80.8%+8.1pp |
| Annual return | 20.48% | 60.08%-39.6pp | 54.55%-34.1pp | 148.84%-128.4pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $12,224 | $9,582+27.6% | $9,147+33.6% | $6,531+87.2% |
| Admin fee / account holder | $2,007 | $20,413-90.2% | $19,830-89.9% | $14,480-86.1% |