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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 | $128,550 | $105,623+21.7% | $87,502+46.9% | $273,972-53.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 5.68% | 12.26%-6.6pp | 12.21%-6.5pp | 41.46%-35.8pp |
| Employer contribution / active EE | $1 | $3,141-100.0% | $2,550-99.9% | $4,869-100.0% |
| Participant deferral / active EE | $7,540 | $3,601+109.4% | $3,149+139.5% | $5,287+42.6% |
| Admin fee / account holder | $1,340 | $4,781-72.0% | $4,221-68.3% | $10,133-86.8% |