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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 | $86,299 | $106,524-19.0% | $152,301-43.3% | $87,485-1.4% |
| Participation rate | 86.4% | 75.8%+10.6pp | 82.4%+3.9pp | 68.9%+17.4pp |
| Annual return | 17.37% | 26.89%-9.5pp | 80.50%-63.1pp | 26.06%-8.7pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $18,350 | $6,525+181.2% | $8,004+129.3% | $4,274+329.4% |
| Admin fee / account holder | $22,100 | $8,287+166.7% | $14,398+53.5% | $7,775+184.3% |