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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 | $212,386-64.8% | $199,883-62.6% | $138,895-46.2% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.8%+2.1pp | 79.9%+9.0pp |
| Annual return | 20.48% | 47.75%-27.3pp | 43.81%-23.3pp | 145.39%-124.9pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $12,224 | $9,617+27.1% | $9,138+33.8% | $6,396+91.1% |
| Admin fee / account holder | $2,007 | $18,233-89.0% | $17,268-88.4% | $12,562-84.0% |