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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 | $31,451 | $185,856-83.1% | $170,028-81.5% | $139,456-77.4% |
| Participation rate | 90.0% | 87.8%+2.2pp | 87.0%+3.0pp | 80.3%+9.7pp |
| Annual return | 20.29% | 60.52%-40.2pp | 53.39%-33.1pp | 373.45%-353.2pp |
| Employer contribution / active EE | $0 | $7,593-100.0% | $6,788-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $11,953 | $11,623+2.8% | $10,409+14.8% | $6,711+78.1% |
| Admin fee / account holder | $2,051 | $15,387-86.7% | $12,820-84.0% | $11,407-82.0% |