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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 | $107,421-5.9% | $182,262-44.5% | $94,015+7.5% |
| Participation rate | 75.7% | 77.8%-2.1pp | 84.2%-8.5pp | 70.8%+4.9pp |
| Annual return | 17.21% | 21.32%-4.1pp | 140.60%-123.4pp | 17.84%-0.6pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $8,799 | $6,558+34.2% | $8,276+6.3% | $4,249+107.1% |
| Admin fee / account holder | $9,853 | $8,692+13.4% | $16,712-41.0% | $8,951+10.1% |