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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 | $98,076 | $89,370+9.7% | $141,197-30.5% | $72,976+34.4% |
| Participation rate | 92.3% | 75.1%+17.2pp | 82.5%+9.8pp | 69.5%+22.8pp |
| Annual return | 23.85% | 111.88%-88.0pp | 71.41%-47.6pp | 81.02%-57.2pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $11,802 | $5,419+117.8% | $6,710+75.9% | $3,608+227.1% |
| Admin fee / account holder | $866 | $5,957-85.5% | $10,265-91.6% | $5,124-83.1% |