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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 | $90,424 | $76,407+18.3% | $150,298-39.8% | $82,448+9.7% |
| Participation rate | 96.3% | 66.4%+29.9pp | 77.8%+18.5pp | 68.1%+28.2pp |
| Annual return | 24.07% | 39.99%-15.9pp | 62.79%-38.7pp | 41.64%-17.6pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,061 | $3,214+181.9% | $5,453+66.2% | $4,139+118.9% |
| Admin fee / account holder | $2,020 | $6,352-68.2% | $14,116-85.7% | $7,234-72.1% |