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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 | $223,823-72.0% | $211,142-70.3% | $154,746-59.5% |
| Participation rate | 83.3% | 87.9%-4.5pp | 87.3%-4.0pp | 80.7%+2.6pp |
| Annual return | 16.61% | 50.39%-33.8pp | 46.84%-30.2pp | 172.34%-155.7pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $19,369 | $9,750+98.6% | $9,284+108.6% | $6,730+187.8% |
| Admin fee / account holder | $11,433 | $19,707-42.0% | $19,076-40.1% | $14,365-20.4% |