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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 | $99,804 | $49,255+102.6% | $70,494+41.6% | $79,856+25.0% |
| Participation rate | 91.9% | 69.2%+22.7pp | 75.1%+16.8pp | 69.6%+22.3pp |
| Annual return | 10.86% | 30.10%-19.2pp | 109.16%-98.3pp | 31.71%-20.9pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,903 | $2,768+149.4% | $3,711+86.0% | $3,741+84.5% |
| Admin fee / account holder | $1,573 | $2,879-45.4% | $3,848-59.1% | $5,306-70.4% |