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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 | $117,904-15.4% | $102,457-2.6% | $145,978-31.6% |
| Participation rate | 91.7% | 78.6%+13.1pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 20.71% | 31.80%-11.1pp | 29.41%-8.7pp | 550.52%-529.8pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,863 | $5,733+19.7% | $5,054+35.8% | $6,690+2.6% |
| Admin fee / account holder | $18,875 | $13,329+41.6% | $9,451+99.7% | $13,400+40.9% |