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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 | $209,336-74.3% | $197,124-72.7% | $137,256-60.7% |
| Participation rate | 78.9% | 87.3%-8.4pp | 86.7%-7.8pp | 80.0%-1.0pp |
| Annual return | 25.56% | 48.09%-22.5pp | 44.34%-18.8pp | 220.34%-194.8pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $14,927 | $9,614+55.3% | $9,135+63.4% | $6,407+133.0% |
| Admin fee / account holder | $1,353 | $17,308-92.2% | $16,298-91.7% | $12,270-89.0% |