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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 | $108,340 | $201,344-46.2% | $184,243-41.2% | $145,877-25.7% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.9pp |
| Annual return | 22.27% | 29.01%-6.7pp | 28.82%-6.6pp | 551.28%-529.0pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,974 | $9,807-18.7% | $9,132-12.7% | $6,691+19.2% |
| Admin fee / account holder | $8,522 | $16,382-48.0% | $13,914-38.8% | $13,402-36.4% |