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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 | $60,028 | $201,372-70.2% | $184,260-67.4% | $145,884-58.9% |
| Participation rate | 92.9% | 87.5%+5.4pp | 86.8%+6.0pp | 80.3%+12.6pp |
| Annual return | 11.00% | 29.04%-18.0pp | 28.84%-17.8pp | 551.85%-540.9pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,122 | $9,808-27.4% | $9,133-22.0% | $6,690+6.5% |
| Admin fee / account holder | $1,193 | $16,362-92.7% | $13,898-91.4% | $13,392-91.1% |