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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 | $82,430 | $201,370-59.1% | $184,256-55.3% | $145,897-43.5% |
| Participation rate | 85.0% | 87.5%-2.5pp | 86.8%-1.8pp | 80.3%+4.7pp |
| Annual return | 12.79% | 29.05%-16.3pp | 28.85%-16.1pp | 552.29%-539.5pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,832 | $9,808-40.5% | $9,133-36.1% | $6,689-12.8% |
| Admin fee / account holder | $20,054 | $16,364+22.6% | $13,899+44.3% | $13,390+49.8% |