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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 | $104,900 | $78,705+33.3% | $117,857-11.0% | $70,131+49.6% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 15.60% | 23.30%-7.7pp | 335.09%-319.5pp | 73.14%-57.5pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,827 | $3,297+107.0% | $4,482+52.3% | $3,332+104.9% |
| Admin fee / account holder | $6,035 | $5,065+19.1% | $8,020-24.8% | $4,645+29.9% |