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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 | $112,597 | $67,602+66.6% | $82,312+36.8% | $70,126+60.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 26.18% | 21.57%+4.6pp | 25.88%+0.3pp | 73.15%-47.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,216 | $2,987+41.1% | $3,706+13.8% | $3,332+26.5% |
| Admin fee / account holder | $438 | $4,512-90.3% | $5,608-92.2% | $4,645-90.6% |