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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 | $35,187 | $212,386-83.4% | $199,883-82.4% | $138,895-74.7% |
| Participation rate | 86.7% | 87.4%-0.7pp | 86.8%-0.1pp | 79.9%+6.7pp |
| Annual return | 19.99% | 47.75%-27.8pp | 43.81%-23.8pp | 145.39%-125.4pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $10,130 | $9,617+5.3% | $9,138+10.8% | $6,396+58.4% |
| Admin fee / account holder | $1,391 | $18,233-92.4% | $17,268-91.9% | $12,562-88.9% |