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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 | $93,392 | $99,875-6.5% | $146,866-36.4% | $86,983+7.4% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.5%+13.5pp | 69.5%+26.5pp |
| Annual return | 19.70% | 28.10%-8.4pp | 102.85%-83.2pp | 25.83%-6.1pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $13,857 | $6,322+119.2% | $7,759+78.6% | $4,194+230.4% |
| Admin fee / account holder | $7,749 | $7,838-1.1% | $13,620-43.1% | $7,856-1.4% |