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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 | $46,384 | $212,386-78.2% | $199,883-76.8% | $138,895-66.6% |
| Participation rate | 88.2% | 87.4%+0.9pp | 86.8%+1.5pp | 79.9%+8.3pp |
| Annual return | 20.21% | 47.75%-27.5pp | 43.81%-23.6pp | 145.39%-125.2pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $11,534 | $9,617+19.9% | $9,138+26.2% | $6,396+80.3% |
| Admin fee / account holder | $7,248 | $18,233-60.2% | $17,268-58.0% | $12,562-42.3% |