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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 | $98,705 | $92,219+7.0% | $76,768+28.6% | $135,379-27.1% |
| Participation rate | 82.6% | 79.8%+2.8pp | 77.0%+5.6pp | 82.6%0pp |
| Annual return | 7.70% | 5.46%+2.2pp | 2.43%+5.3pp | 519.79%-512.1pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,899 | $4,508-13.5% | $3,852+1.2% | $5,609-30.5% |
| Admin fee / account holder | $10,500 | $10,749-2.3% | $6,675+57.3% | $10,828-3.0% |