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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 | $118,111 | $77,492+52.4% | $100,398+17.6% | $80,911+46.0% |
| Participation rate | 71.8% | 76.9%-5.2pp | 81.5%-9.7pp | 67.6%+4.1pp |
| Annual return | 18.67% | 37.23%-18.6pp | 49.32%-30.7pp | 35.63%-17.0pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,946-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $13,080 | $6,817+91.9% | $8,084+61.8% | $4,297+204.4% |
| Admin fee / account holder | $3,111 | $5,892-47.2% | $7,893-60.6% | $6,935-55.1% |