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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 | $102,727 | $103,392-0.6% | $87,104+17.9% | $152,897-32.8% |
| Participation rate | 95.8% | 79.4%+16.5pp | 76.9%+19.0pp | 82.5%+13.4pp |
| Annual return | 22.50% | 28.10%-5.6pp | 28.19%-5.7pp | 345.43%-322.9pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,520 | $4,778-5.4% | $4,048+11.7% | $5,851-22.7% |
| Admin fee / account holder | $15,978 | $12,194+31.0% | $7,491+113.3% | $11,599+37.7% |