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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 | $185,883-46.0% | $170,043-40.9% | $139,466-28.0% |
| Participation rate | 77.8% | 87.8%-10.0pp | 87.0%-9.2pp | 80.3%-2.6pp |
| Annual return | 23.36% | 60.54%-37.2pp | 53.40%-30.0pp | 373.66%-350.3pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $10,547 | $11,626-9.3% | $10,410+1.3% | $6,712+57.1% |
| Admin fee / account holder | $21,687 | $15,393+40.9% | $12,824+69.1% | $11,409+90.1% |