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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 | $99,179 | $108,825-8.9% | $156,181-36.5% | $82,448+20.3% |
| Participation rate | 88.9% | 72.4%+16.5pp | 78.8%+10.1pp | 68.1%+20.8pp |
| Annual return | 14.86% | 20.59%-5.7pp | 64.87%-50.0pp | 41.64%-26.8pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,594 | $4,577+87.7% | $6,132+40.1% | $4,139+107.6% |
| Admin fee / account holder | $23,495 | $9,341+151.5% | $14,586+61.1% | $7,234+224.8% |