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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 | $34,974 | $201,372-82.6% | $184,260-81.0% | $145,884-76.0% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 11.04% | 29.04%-18.0pp | 28.84%-17.8pp | 551.85%-540.8pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $12,848 | $9,808+31.0% | $9,133+40.7% | $6,690+92.1% |
| Admin fee / account holder | $7,071 | $16,362-56.8% | $13,898-49.1% | $13,392-47.2% |