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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 | $106,511 | $118,467-10.1% | $98,450+8.2% | $139,456-23.6% |
| Participation rate | 80.0% | 77.5%+2.5pp | 75.2%+4.8pp | 80.3%-0.3pp |
| Annual return | 18.69% | 18.95%-0.3pp | 21.16%-2.5pp | 373.45%-354.8pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,826 | $5,393-47.6% | $4,739-40.4% | $6,711-57.9% |
| Admin fee / account holder | $303 | $14,057-97.8% | $8,961-96.6% | $11,407-97.3% |