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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 | $275,752-77.3% | $256,809-75.6% | $198,609-68.4% |
| Participation rate | 83.3% | 89.2%-5.8pp | 88.5%-5.2pp | 82.4%+1.0pp |
| Annual return | 16.61% | 34.81%-18.2pp | 32.73%-16.1pp | 202.70%-186.1pp |
| Employer contribution / active EE | $0 | $7,721-100.0% | $7,263-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $19,369 | $10,037+93.0% | $9,520+103.5% | $6,977+177.6% |
| Admin fee / account holder | $11,433 | $25,716-55.5% | $25,146-54.5% | $19,030-39.9% |