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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 | $101,326 | $82,879+22.3% | $96,576+4.9% | $67,986+49.0% |
| Participation rate | 87.2% | 75.2%+12.0pp | 81.4%+5.8pp | 57.2%+30.0pp |
| Annual return | 29.24% | 36.90%-7.7pp | 38.47%-9.2pp | 31.67%-2.4pp |
| Employer contribution / active EE | -$3 | $2,727-100.1% | $3,553-100.1% | $2,019-100.2% |
| Participant deferral / active EE | $15,499 | $6,976+122.2% | $7,956+94.8% | $3,358+361.5% |
| Admin fee / account holder | $624 | $2,783-77.6% | $11,381-94.5% | $3,203-80.5% |