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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 | $102,740 | $63,365+62.1% | $91,994+11.7% | $72,976+40.8% |
| Participation rate | 90.7% | 72.5%+18.2pp | 78.6%+12.1pp | 69.5%+21.3pp |
| Annual return | 25.30% | 35.35%-10.1pp | 69.04%-43.7pp | 81.02%-55.7pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,748 | $4,883+79.1% | $5,924+47.7% | $3,608+142.5% |
| Admin fee / account holder | $2,011 | $4,670-56.9% | $7,744-74.0% | $5,124-60.8% |