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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 | $78,690+14.9% | $161,489-44.0% | $87,485+3.4% |
| Participation rate | 96.3% | 67.5%+28.8pp | 78.7%+17.6pp | 68.9%+27.4pp |
| Annual return | 24.07% | 32.74%-8.7pp | 89.72%-65.7pp | 26.06%-2.0pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,061 | $3,311+173.7% | $5,630+60.9% | $4,274+112.0% |
| Admin fee / account holder | $2,020 | $6,724-70.0% | $16,006-87.4% | $7,775-74.0% |