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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 | $126,959 | $184,014-31.0% | $161,149-21.2% | $138,895-8.6% |
| Participation rate | 92.3% | 82.1%+10.2pp | 78.8%+13.5pp | 79.9%+12.4pp |
| Annual return | 12.08% | 21.52%-9.4pp | 21.16%-9.1pp | 145.39%-133.3pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $12,952 | $6,909+87.5% | $6,153+110.5% | $6,396+102.5% |
| Admin fee / account holder | $356,870 | $18,027+1879.7% | $15,194+2248.7% | $12,562+2740.8% |