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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 | $108,428 | $88,360+22.7% | $145,433-25.4% | $67,986+59.5% |
| Participation rate | 85.6% | 65.5%+20.1pp | 82.1%+3.5pp | 57.2%+28.4pp |
| Annual return | 17.20% | 63.15%-45.9pp | 66.58%-49.4pp | 31.67%-14.5pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $9,624 | $5,932+62.2% | $7,897+21.9% | $3,358+186.6% |
| Admin fee / account holder | $3,735 | $3,313+12.7% | $13,129-71.6% | $3,203+16.6% |