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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 | $54,791 | $212,386-74.2% | $199,883-72.6% | $138,895-60.6% |
| Participation rate | 70.0% | 87.4%-17.4pp | 86.8%-16.8pp | 79.9%-9.9pp |
| Annual return | 16.22% | 47.75%-31.5pp | 43.81%-27.6pp | 145.39%-129.2pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $15,587 | $9,617+62.1% | $9,138+70.6% | $6,396+143.7% |
| Admin fee / account holder | $25,668 | $18,233+40.8% | $17,268+48.6% | $12,562+104.3% |