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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 | $99,792 | $117,846-15.3% | $102,434-2.6% | $145,884-31.6% |
| Participation rate | 91.7% | 78.6%+13.0pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 20.71% | 31.90%-11.2pp | 29.46%-8.8pp | 551.85%-531.1pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,863 | $5,733+19.7% | $5,055+35.8% | $6,690+2.6% |
| Admin fee / account holder | $18,875 | $13,356+41.3% | $9,462+99.5% | $13,392+40.9% |