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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 | $100,424 | $185,856-46.0% | $170,028-40.9% | $139,456-28.0% |
| Participation rate | 77.8% | 87.8%-10.0pp | 87.0%-9.2pp | 80.3%-2.5pp |
| Annual return | 23.36% | 60.52%-37.2pp | 53.39%-30.0pp | 373.45%-350.1pp |
| Employer contribution / active EE | $0 | $7,593-100.0% | $6,788-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $10,547 | $11,623-9.3% | $10,409+1.3% | $6,711+57.2% |
| Admin fee / account holder | $21,687 | $15,387+40.9% | $12,820+69.2% | $11,407+90.1% |