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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 | $62,447 | $49,255+26.8% | $70,494-11.4% | $79,856-21.8% |
| Participation rate | 80.0% | 69.2%+10.8pp | 75.1%+4.9pp | 69.6%+10.4pp |
| Annual return | 15.03% | 30.10%-15.1pp | 109.16%-94.1pp | 31.71%-16.7pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,179 | $2,768+51.0% | $3,711+12.6% | $3,741+11.7% |
| Admin fee / account holder | $11,070 | $2,879+284.5% | $3,848+187.7% | $5,306+108.6% |