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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 | $138,014 | $209,336-34.1% | $197,124-30.0% | $137,256+0.6% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 14.44% | 48.09%-33.7pp | 44.34%-29.9pp | 220.34%-205.9pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,947 | $9,614-38.1% | $9,135-34.9% | $6,407-7.2% |
| Admin fee / account holder | $435 | $17,308-97.5% | $16,298-97.3% | $12,270-96.5% |