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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 | $25,093 | $139,948-82.1% | $121,663-79.4% | $154,746-83.8% |
| Participation rate | 80.0% | 78.0%+2.0pp | 74.5%+5.5pp | 80.7%-0.7pp |
| Annual return | 20.81% | 230.52%-209.7pp | 147.54%-126.7pp | 172.34%-151.5pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,555 | $5,629+16.5% | $4,887+34.1% | $6,730-2.6% |
| Admin fee / account holder | $1,016 | $17,321-94.1% | $14,289-92.9% | $14,365-92.9% |