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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 | $42,763 | $209,336-79.6% | $197,124-78.3% | $137,256-68.8% |
| Participation rate | 91.3% | 87.3%+4.0pp | 86.7%+4.6pp | 80.0%+11.3pp |
| Annual return | 19.50% | 48.09%-28.6pp | 44.34%-24.8pp | 220.34%-200.8pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,654 | $9,614+10.8% | $9,135+16.6% | $6,407+66.3% |
| Admin fee / account holder | $6,103 | $17,308-64.7% | $16,298-62.6% | $12,270-50.3% |