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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 | $77,358+26.4% | $102,184-4.3% | $87,485+11.7% |
| Participation rate | 96.7% | 78.7%+18.0pp | 82.6%+14.1pp | 68.9%+27.7pp |
| Annual return | 20.69% | 41.11%-20.4pp | 31.58%-10.9pp | 26.06%-5.4pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $14,108 | $6,753+108.9% | $8,309+69.8% | $4,274+230.1% |
| Admin fee / account holder | $10,771 | $6,809+58.2% | $11,609-7.2% | $7,775+38.5% |