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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 | $97,701 | $212,386-54.0% | $199,883-51.1% | $138,895-29.7% |
| Participation rate | 92.9% | 87.4%+5.5pp | 86.8%+6.1pp | 79.9%+12.9pp |
| Annual return | 12.30% | 47.75%-35.5pp | 43.81%-31.5pp | 145.39%-133.1pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,989 | $9,617-27.3% | $9,138-23.5% | $6,396+9.3% |
| Admin fee / account holder | $1,367 | $18,233-92.5% | $17,268-92.1% | $12,562-89.1% |