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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 | $113,892 | $78,428+45.2% | $95,960+18.7% | $79,852+42.6% |
| Participation rate | 80.0% | 73.5%+6.5pp | 77.1%+2.9pp | 69.6%+10.4pp |
| Annual return | 10.61% | 19.37%-8.8pp | 91.63%-81.0pp | 31.72%-21.1pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,291 | $3,440+53.8% | $4,167+27.0% | $3,740+41.5% |
| Admin fee / account holder | $25,392 | $5,622+351.6% | $6,797+273.6% | $5,306+378.5% |