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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 | $62,714 | $209,336-70.0% | $197,124-68.2% | $137,256-54.3% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 16.61% | 48.09%-31.5pp | 44.34%-27.7pp | 220.34%-203.7pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $19,369 | $9,614+101.5% | $9,135+112.0% | $6,407+202.3% |
| Admin fee / account holder | $11,433 | $17,308-33.9% | $16,298-29.9% | $12,270-6.8% |