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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 | $223,823-84.0% | $211,142-83.0% | $154,746-76.9% |
| Participation rate | 75.0% | 87.9%-12.9pp | 87.3%-12.3pp | 80.7%-5.7pp |
| Annual return | 19.52% | 50.39%-30.9pp | 46.84%-27.3pp | 172.34%-152.8pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,961 | $9,750+12.4% | $9,284+18.1% | $6,730+62.9% |
| Admin fee / account holder | $7,355 | $19,707-62.7% | $19,076-61.4% | $14,365-48.8% |