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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 | $53,881 | $223,823-75.9% | $211,142-74.5% | $154,746-65.2% |
| Participation rate | 78.9% | 87.9%-8.9pp | 87.3%-8.3pp | 80.7%-1.8pp |
| Annual return | 25.56% | 50.39%-24.8pp | 46.84%-21.3pp | 172.34%-146.8pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $14,927 | $9,750+53.1% | $9,284+60.8% | $6,730+121.8% |
| Admin fee / account holder | $1,353 | $19,707-93.1% | $19,076-92.9% | $14,365-90.6% |