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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 | $106,605 | $67,602+57.7% | $82,312+29.5% | $70,126+52.0% |
| Participation rate | 82.8% | 72.8%+10.0pp | 76.9%+5.9pp | 69.5%+13.2pp |
| Annual return | 15.70% | 21.57%-5.9pp | 25.88%-10.2pp | 73.15%-57.5pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,595 | $2,987+120.8% | $3,706+78.0% | $3,332+97.9% |
| Admin fee / account holder | $26,829 | $4,512+494.7% | $5,608+378.4% | $4,645+477.5% |