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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 | $101,090 | $106,749-5.3% | $145,433-30.5% | $82,448+22.6% |
| Participation rate | 75.7% | 75.6%0pp | 82.1%-6.4pp | 68.1%+7.6pp |
| Annual return | 17.21% | 27.59%-10.4pp | 66.58%-49.4pp | 41.64%-24.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,799 | $6,519+35.0% | $7,897+11.4% | $4,139+112.6% |
| Admin fee / account holder | $9,853 | $8,390+17.4% | $13,129-25.0% | $7,234+36.2% |