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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 | $31,164 | $201,344-84.5% | $184,243-83.1% | $145,877-78.6% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 15.45% | 29.01%-13.6pp | 28.82%-13.4pp | 551.28%-535.8pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,912 | $9,807+11.3% | $9,132+19.5% | $6,691+63.1% |
| Admin fee / account holder | $12,496 | $16,382-23.7% | $13,914-10.2% | $13,402-6.8% |