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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 | $28,879 | $212,386-86.4% | $199,883-85.6% | $138,895-79.2% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.8%-1.1pp | 79.9%+5.8pp |
| Annual return | 16.51% | 47.75%-31.2pp | 43.81%-27.3pp | 145.39%-128.9pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $10,807 | $9,617+12.4% | $9,138+18.3% | $6,396+69.0% |
| Admin fee / account holder | $7,055 | $18,233-61.3% | $17,268-59.1% | $12,562-43.8% |