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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 | $209,336-64.3% | $197,124-62.1% | $137,256-45.5% |
| Participation rate | 88.9% | 87.3%+1.6pp | 86.7%+2.2pp | 80.0%+8.9pp |
| Annual return | 20.48% | 48.09%-27.6pp | 44.34%-23.9pp | 220.34%-199.9pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $12,224 | $9,614+27.1% | $9,135+33.8% | $6,407+90.8% |
| Admin fee / account holder | $2,007 | $17,308-88.4% | $16,298-87.7% | $12,270-83.6% |