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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 | $58,716 | $227,291-74.2% | $214,702-72.7% | $155,188-62.2% |
| Participation rate | 90.0% | 88.0%+2.0pp | 87.5%+2.5pp | 80.8%+9.2pp |
| Annual return | 16.36% | 60.08%-43.7pp | 54.55%-38.2pp | 148.84%-132.5pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,463 | $9,582-32.6% | $9,147-29.3% | $6,531-1.0% |
| Admin fee / account holder | $7,321 | $20,413-64.1% | $19,830-63.1% | $14,480-49.4% |