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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 | $102,057 | $46,534+119.3% | $64,097+59.2% | $75,177+35.8% |
| Participation rate | 97.0% | 65.9%+31.0pp | 72.3%+24.6pp | 67.2%+29.8pp |
| Annual return | 12.63% | 26.07%-13.4pp | 33.75%-21.1pp | 160.75%-148.1pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,618 | $2,835+98.2% | $3,881+44.7% | $4,126+36.1% |
| Admin fee / account holder | $7,079 | $2,957+139.4% | $3,070+130.6% | $5,651+25.3% |