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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 | $117,938 | $103,392+14.1% | $87,104+35.4% | $152,897-22.9% |
| Participation rate | 88.9% | 79.4%+9.5pp | 76.9%+12.0pp | 82.5%+6.4pp |
| Annual return | 20.81% | 28.10%-7.3pp | 28.19%-7.4pp | 345.43%-324.6pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,133 | $4,778-34.4% | $4,048-22.6% | $5,851-46.4% |
| Admin fee / account holder | $544 | $12,194-95.5% | $7,491-92.7% | $11,599-95.3% |