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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 | $35,795 | $209,336-82.9% | $197,124-81.8% | $137,256-73.9% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 19.52% | 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 | $10,961 | $9,614+14.0% | $9,135+20.0% | $6,407+71.1% |
| Admin fee / account holder | $7,355 | $17,308-57.5% | $16,298-54.9% | $12,270-40.1% |