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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 | $223,823-79.3% | $211,142-78.0% | $154,746-70.0% |
| Participation rate | 88.2% | 87.9%+0.4pp | 87.3%+0.9pp | 80.7%+7.5pp |
| Annual return | 20.21% | 50.39%-30.2pp | 46.84%-26.6pp | 172.34%-152.1pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $11,534 | $9,750+18.3% | $9,284+24.2% | $6,730+71.4% |
| Admin fee / account holder | $7,248 | $19,707-63.2% | $19,076-62.0% | $14,365-49.5% |