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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 | $227,291-79.6% | $214,702-78.4% | $155,188-70.1% |
| Participation rate | 88.2% | 88.0%+0.3pp | 87.5%+0.8pp | 80.8%+7.4pp |
| Annual return | 20.21% | 60.08%-39.9pp | 54.55%-34.3pp | 148.84%-128.6pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $11,534 | $9,582+20.4% | $9,147+26.1% | $6,531+76.6% |
| Admin fee / account holder | $7,248 | $20,413-64.5% | $19,830-63.4% | $14,480-49.9% |