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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 | $31,735 | $201,344-84.2% | $184,243-82.8% | $145,877-78.2% |
| Participation rate | 93.3% | 87.5%+5.8pp | 86.8%+6.5pp | 80.3%+13.0pp |
| Annual return | 18.28% | 29.01%-10.7pp | 28.82%-10.5pp | 551.28%-533.0pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,455 | $9,807-3.6% | $9,132+3.5% | $6,691+41.3% |
| Admin fee / account holder | $2,185 | $16,382-86.7% | $13,914-84.3% | $13,402-83.7% |