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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 | $87,486 | $201,344-56.5% | $184,243-52.5% | $145,877-40.0% |
| Participation rate | 81.0% | 87.5%-6.5pp | 86.8%-5.9pp | 80.3%+0.7pp |
| Annual return | 18.16% | 29.01%-10.8pp | 28.82%-10.7pp | 551.28%-533.1pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $27,005 | $9,807+175.4% | $9,132+195.7% | $6,691+303.6% |
| Admin fee / account holder | $21,635 | $16,382+32.1% | $13,914+55.5% | $13,402+61.4% |