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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 | $88,197 | $65,712+34.2% | $57,196+54.2% | $273,972-67.8% |
| Participation rate | 94.1% | 78.3%+15.8pp | 75.3%+18.8pp | 83.0%+11.1pp |
| Annual return | 3.64% | 22.01%-18.4pp | 14.59%-11.0pp | 41.46%-37.8pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $13,726 | $3,782+262.9% | $3,096+343.3% | $5,287+159.6% |
| Admin fee / account holder | $13,193 | $4,838+172.7% | $3,141+320.1% | $10,133+30.2% |