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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 | $23,671 | $209,336-88.7% | $197,124-88.0% | $137,256-82.8% |
| Participation rate | 87.5% | 87.3%+0.2pp | 86.7%+0.8pp | 80.0%+7.5pp |
| Annual return | 71.21% | 48.09%+23.1pp | 44.34%+26.9pp | 220.34%-149.1pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,925 | $9,614-7.2% | $9,135-2.3% | $6,407+39.3% |
| Admin fee / account holder | $8,287 | $17,308-52.1% | $16,298-49.2% | $12,270-32.5% |