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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 | $201,259-56.5% | $184,200-52.5% | $145,959-40.1% |
| Participation rate | 81.0% | 87.5%-6.5pp | 86.8%-5.9pp | 80.3%+0.7pp |
| Annual return | 18.16% | 28.98%-10.8pp | 28.80%-10.6pp | 561.95%-543.8pp |
| Employer contribution / active EE | $0 | $7,018-100.0% | $6,424-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $27,005 | $9,806+175.4% | $9,132+195.7% | $6,689+303.7% |
| Admin fee / account holder | $21,635 | $16,372+32.1% | $13,907+55.6% | $13,398+61.5% |