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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 | $83,100 | $64,359+29.1% | $90,161-7.8% | $70,126+18.5% |
| Participation rate | 87.9% | 70.4%+17.5pp | 76.9%+11.1pp | 69.5%+18.4pp |
| Annual return | 18.59% | 28.13%-9.5pp | 34.89%-16.3pp | 73.15%-54.6pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $8,430 | $4,389+92.1% | $5,287+59.4% | $3,332+153.0% |
| Admin fee / account holder | $20,286 | $3,945+414.2% | $5,943+241.3% | $4,645+336.7% |