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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 | $97,751 | $78,520+24.5% | $96,576+1.2% | $82,448+18.6% |
| Participation rate | 96.7% | 77.7%+18.9pp | 81.4%+15.2pp | 68.1%+28.6pp |
| Annual return | 20.69% | 41.30%-20.6pp | 38.47%-17.8pp | 41.64%-20.9pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $14,108 | $6,754+108.9% | $7,956+77.3% | $4,139+240.8% |
| Admin fee / account holder | $10,771 | $13,455-19.9% | $11,381-5.4% | $7,234+48.9% |