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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 | $73,319 | $48,053+52.6% | $84,628-13.4% | $72,975+0.5% |
| Participation rate | 97.7% | 57.6%+40.1pp | 68.2%+29.4pp | 69.5%+28.2pp |
| Annual return | 24.11% | 37.39%-13.3pp | 258.80%-234.7pp | 81.01%-56.9pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,136 | $2,681+91.6% | $3,900+31.7% | $3,608+42.4% |
| Admin fee / account holder | $3,742 | $3,395+10.2% | $4,914-23.9% | $5,124-27.0% |